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

Mariner Investment 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
2025 Q2	–	Sell	-900,000	Closed	-$49.5K	–	79
2025 Q1	$49.5K	Buy	+900,000	New	+$35.2M	0.02%	32
2014 Q3	–	Sell	-70,000	Closed	-$15K	–	290
2014 Q2	$15K	Buy	+70,000	New	+$1.49M	﹤0.01%	231
2014 Q1	–	Sell	-80,000	Closed	-$29K	–	368
2013 Q4	$29K	Buy	80,000 +30,000	+60%	+$574K	﹤0.01%	291
2013 Q3	$49K	Buy	+50,000	New	+$953K	0.01%	202

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mariner Investment Group's XLU Position: Q2 2025 in Review

Mariner Investment Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 50,000 shares — an estimated $1.97M sold.

Mariner Investment Group first reported a position in XLU in Q4 2017 and held it in 2 quarters. The position peaked at $1.97M in Q1 2025. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Mariner Investment Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Mariner Investment Group sold 50,000 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $1.97M.
Mariner Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and held it in 2 quarters.
Mariner Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.97M in Q1 2025.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Mariner Investment Group's 13F filing for Q2 2025, filed 16 Jul 2025.