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

Mesirow Financial 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 Q2	$827K	Buy	18,234 +557	+3%	+$25.2K	0.01%	295
2026 Q1	$811K	Buy	17,677 +3,850	+28%	+$173K	0.01%	295
2025 Q4	$590K	Sell	13,827 -2,813	-17%	-$125K	0.01%	307
2025 Q3	$726K	Sell	16,640 -520	-3%	-$22K	0.01%	307
2025 Q2	$701K	Buy	17,160 +852	+5%	+$33.9K	0.01%	304
2025 Q1	$643K	Buy	16,308 +300	+2%	+$11.7K	0.01%	318
2024 Q4	$606K	Sell	16,008 -740	-4%	-$29.4K	0.01%	324
2024 Q3	$676K	Sell	16,748 -3,012	-15%	-$112K	0.01%	321
2024 Q2	$673K	Sell	19,760 -3,658	-16%	-$126K	0.02%	292
2024 Q1	$769K	Buy	23,418 +6,948	+42%	+$217K	0.02%	288
2023 Q4	$522K	Buy	+16,470	New	+$504K	0.02%	301

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

Mesirow Financial Investment Management's XLU Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.2% in Q2 2026, buying an estimated $25.2K and bringing the position to 18,234 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #295.

Mesirow Financial Investment Management first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Mesirow Financial Investment Management held 18,234 shares of State Street Utilities Select Sector SPDR ETF worth $827K as of Q2 2026.
Mesirow Financial Investment Management bought 557 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $25.2K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #295 holding.
Mesirow Financial Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.