National Bank of Canada’s State Street Utilities Select Sector SPDR Premium Income ETF XLUI Stock Holding History

National Bank of Canada’s Portfolio XLUI Stock Details XLUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,000	Closed	-$119K	–	3255
2025 Q4	$119K	Buy	+5,000	New	+$125K	﹤0.01%	1736

Other funds holding XLUI

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

POIA

Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Bank of Canada's XLUI Position: Q1 2026 in Review

National Bank of Canada sold out of State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) in Q1 2026, closing a stake of 5,000 shares — an estimated $119K sold.

National Bank of Canada first reported a position in XLUI in Q4 2025 and held it in 1 quarter. The position peaked at $119K in Q4 2025. 6 funds tracked by Wall St. Rank hold XLUI as of Q1 2026.

National Bank of Canada reported no remaining State Street Utilities Select Sector SPDR Premium Income ETF position as of Q1 2026 after selling out during the quarter.
National Bank of Canada sold 5,000 State Street Utilities Select Sector SPDR Premium Income ETF shares in Q1 2026, an estimated $119K.
National Bank of Canada first reported a position in State Street Utilities Select Sector SPDR Premium Income ETF in Q4 2025 and held it in 1 quarter.
National Bank of Canada's State Street Utilities Select Sector SPDR Premium Income ETF position peaked at $119K in Q4 2025.
6 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR Premium Income ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.