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

Main 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
2025 Q4	–	Sell	-345,400	Closed	-$15.1M	–	110
2025 Q3	$15.1M	Buy	345,400 +1,400	+0.4%	+$59.2K	1.1%	23
2025 Q2	$14M	Hold	344,000	–	–	1.1%	22
2025 Q1	$13.6M	Sell	344,000 -68,200	-17%	-$2.66M	1.19%	23
2024 Q4	$15.6M	Sell	412,200 -56,600	-12%	-$2.25M	1.27%	20
2024 Q3	$18.9M	Sell	468,800 -4,600	-1%	-$171K	1.56%	17
2024 Q2	$16.1M	Buy	473,400 +80,600	+21%	+$2.77M	1.33%	22
2024 Q1	$12.9M	Buy	392,800 +800	+0.2%	+$25K	1.1%	24
2023 Q4	$12.4M	Buy	+392,000	New	+$12M	1.22%	22
2021 Q3	–	Sell	-1,000	Closed	-$32K	–	138
2021 Q2	$32K	Buy	+1,000	New	+$32.7K	﹤0.01%	125

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Main Management's XLU Position: Q4 2025 in Review

Main Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 345,400 shares — an estimated $15.1M sold.

Main Management first reported a position in XLU in Q2 2021 and held it in 9 quarters. The position peaked at $18.9M in Q3 2024. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Main Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Main Management sold 345,400 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $15.1M.
Main Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and held it in 9 quarters.
Main Management's State Street Utilities Select Sector SPDR ETF position peaked at $18.9M in Q3 2024.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Main Management's 13F filing for Q4 2025, filed 10 Feb 2026.