Madrid Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Madrid Financial Services’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	–	Sell	-170,697	Closed	-$7.29M	–	29
2025 Q4	$7.29M	Sell	170,697 -2,795	-2%	-$124K	5.24%	11
2025 Q3	$7.57M	Sell	173,492 -45,058	-21%	-$1.91M	4.73%	10
2025 Q2	$8.92M	Buy	218,550 +4,728	+2%	+$188K	6.05%	7
2025 Q1	$8.43M	Buy	213,822 +24,510	+13%	+$958K	6.14%	6
2024 Q4	$7.16M	Buy	+189,312	New	+$7.51M	5.69%	11

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Madrid Financial Services's XLU Position: Q1 2026 in Review

Madrid Financial Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 170,697 shares — an estimated $7.29M sold.

Madrid Financial Services first reported a position in XLU in Q4 2024 and held it in 5 quarters. The position peaked at $8.92M in Q2 2025. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Madrid Financial Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Madrid Financial Services sold 170,697 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $7.29M.
Madrid Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Madrid Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $8.92M in Q2 2025.
1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Madrid Financial Services's 13F filing for Q1 2026, filed 15 May 2026.