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
2026 Q2	$38.9M	Buy	+857,909	New	+$38.9M	2.61%	14
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

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

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

Main Management's XLU Position: Q2 2026 in Review

Main Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 857,909 shares worth $38.9M. The stake represents 2.61% of the portfolio and ranks #14 among its holdings. This is a return to the name: Main Management previously reported a position in XLU as recently as Q3 2025.

Main Management first reported a position in XLU in Q2 2021 and has held it in 10 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Main Management held 857,909 shares of State Street Utilities Select Sector SPDR ETF worth $38.9M as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Main Management position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 2.61% of Main Management's portfolio in Q2 2026, its #14 holding.
Main Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 10 quarters since.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Main Management's 13F filing for Q2 2026, filed 14 Aug 2026.