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 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 $1.37T 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Marex Group's XLU Position: Q1 2026 in Review

Marex Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 285% in Q1 2026, buying an estimated $677K and bringing the position to 20,391 shares worth $936K. The position accounts for 0.01% of the portfolio, ranked #454.

Marex Group first reported a position in XLU in Q3 2024 and has held it in 5 quarters since. The position peaked at $17.7M in Q3 2024. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Marex Group held 20,391 shares of State Street Utilities Select Sector SPDR ETF worth $936K as of Q1 2026.
Marex Group bought 15,088 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $677K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Marex Group's portfolio in Q1 2026, its #454 holding.
Marex Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 5 quarters since.
Marex Group's State Street Utilities Select Sector SPDR ETF position peaked at $17.7M in Q3 2024.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.