Marex Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Marex Group’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	$1.09M	Buy	24,095 +3,704	+18%	+$168K	﹤0.01%	482
2026 Q1	$936K	Buy	20,391 +15,088	+285%	+$677K	0.01%	454
2025 Q4	$226K	Sell	5,303 -4,885	-48%	-$216K	﹤0.01%	801
2025 Q3	$444K	Buy	+10,188	New	+$431K	﹤0.01%	521
2025 Q1	–	Sell	-16,308	Closed	-$617K	–	873
2024 Q4	$617K	Sell	16,308 -422,400	-96%	-$16.8M	0.01%	308
2024 Q3	$17.7M	Buy	+438,708	New	+$16.3M	0.4%	55

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

Marex Group's XLU Position: Q2 2026 in Review

Marex Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 18% in Q2 2026, buying an estimated $168K and bringing the position to 24,095 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Marex Group first reported a position in XLU in Q3 2024 and has held it in 6 quarters since. The position peaked at $17.7M in Q3 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Marex Group held 24,095 shares of State Street Utilities Select Sector SPDR ETF worth $1.09M as of Q2 2026.
Marex Group bought 3,704 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $168K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Marex Group's portfolio in Q2 2026, its #482 holding.
Marex Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
Marex Group's State Street Utilities Select Sector SPDR ETF position peaked at $17.7M in Q3 2024.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.