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Marathon Trading Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Marathon Trading Investment 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 		– Sell
-100
Closed -$4.27K – 408
2025
Q4 		$4.27K Sell
100
-16,500
-99% -$731K ﹤0.01% 315
2025
Q3 		$724K Buy
+16,600
New +$702K 0.05% 129
2025
Q2 		– Sell
-1,174
Closed -$46.3K – 401
2025
Q1 		$46.3K Buy
1,174
+1,162
+9,683% +$45.4K 0.01% 305
2024
Q4 		$454 Buy
+12
New +$476 ﹤0.01% 312
2024
Q2 		– Sell
-42,114
Closed -$1.38M – 416
2024
Q1 		$1.38M Sell
42,114
-1,838
-4% -$57.4K 0.11% 101
2023
Q4 		$1.39M Buy
43,952
+40,256
+1,089% +$1.23M 0.07% 132
2023
Q3 		$109K Buy
3,696
+3,442
+1,355% +$111K 0.01% 251
2023
Q2 		$8.31K Buy
+254
New +$8.55K ﹤0.01% 244
2023
Q1 		– Sell
-1,596
Closed -$56.3K – 341
2022
Q4 		$56.3K Buy
+1,596
New +$54.3K 0.01% 228
2022
Q1 		– Sell
-7,000
Closed -$251K – 379
2021
Q4 		$251K Buy
+7,000
New +$236K 0.02% 206
2020
Q4 		– Sell
-14,688
Closed -$436K – 407
2020
Q3 		$436K Sell
14,688
-39,600
-73% -$1.18M 0.03% 204
2020
Q2 		$1.53M Buy
54,288
+38,936
+254% +$1.12M 0.21% 85
2020
Q1 		$425K Buy
+15,352
New +$491K 0.08% 101

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Marathon Trading Investment Management's XLU Position: Q1 2026 in Review

Marathon Trading Investment Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 100 shares — an estimated $4.27K sold.

Marathon Trading Investment Management first reported a position in XLU in Q1 2020 and held it in 13 quarters. The position peaked at $1.53M in Q2 2020. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Marathon Trading Investment Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Marathon Trading Investment Management sold 100 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $4.27K.
  • Marathon Trading Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and held it in 13 quarters.
  • Marathon Trading Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.53M in Q2 2020.
  • 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Marathon Trading Investment Management's 13F filing for Q1 2026, filed 14 May 2026.