M1 Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

M1 Capital Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.91M	Buy	41,638 +111	+0.3%	+$4.98K	0.88%	32
2025 Q4	$1.77M	Sell	41,527 -3,275	-7%	-$145K	0.74%	36
2025 Q3	$1.95M	Sell	44,802 -96	-0.2%	-$4.06K	0.84%	34
2025 Q2	$1.83M	Buy	44,898 +28	+0.1%	+$1.12K	0.92%	29
2025 Q1	$1.77M	Buy	44,870 +150	+0.3%	+$5.86K	1.11%	21
2024 Q4	$1.69M	Buy	+44,720	New	+$1.77M	0.91%	24

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

M1 Capital Management's XLU Position: Q1 2026 in Review

M1 Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.27% in Q1 2026, buying an estimated $4.98K and bringing the position to 41,638 shares worth $1.91M. The position accounts for 0.88% of the portfolio, ranked #32.

M1 Capital Management first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.95M in Q3 2025. 1,592 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

M1 Capital Management held 41,638 shares of State Street Utilities Select Sector SPDR ETF worth $1.91M as of Q1 2026.
M1 Capital Management bought 111 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $4.98K.
State Street Utilities Select Sector SPDR ETF made up 0.88% of M1 Capital Management's portfolio in Q1 2026, its #32 holding.
M1 Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
M1 Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.95M in Q3 2025.
1,592 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.