MIM
XLU icon

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

Marshall 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 		$52.9K Sell
1,153
-25,609
-96% -$1.15M 0.03% 120
2025
Q4 		$1.14M Sell
26,762
-190
-0.7% -$8.41K 0.57% 46
2025
Q3 		$1.18M Buy
+26,952
New +$1.14M 0.62% 43
2025
Q2 		– Sell
-28,294
Closed -$1.12M – 237
2025
Q1 		$1.12M Buy
28,294
+828
+3% +$32.4K 0.69% 42
2024
Q4 		$1.11M Buy
+27,466
New +$1.09M 0.65% 43

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

Marshall Investment Management's XLU Position: Q1 2026 in Review

Marshall Investment Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 96% in Q1 2026, selling an estimated $1.15M and leaving 1,153 shares worth $52.9K. The position accounts for 0.03% of the portfolio, ranked #120.

Marshall Investment Management first reported a position in XLU in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.18M in Q3 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Marshall Investment Management held 1,153 shares of State Street Utilities Select Sector SPDR ETF worth $52.9K as of Q1 2026.
  • Marshall Investment Management sold 25,609 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.15M.
  • State Street Utilities Select Sector SPDR ETF made up 0.03% of Marshall Investment Management's portfolio in Q1 2026, its #120 holding.
  • Marshall Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
  • Marshall Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.18M in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.