&Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

&Partners’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	$14.5M	Sell	318,954 -961	-0.3%	-$43.5K	0.06%	293
2026 Q1	$14.7M	Buy	319,915 +55,679	+21%	+$2.5M	0.07%	255
2025 Q4	$11.5M	Buy	264,236 +29,044	+12%	+$1.29M	0.06%	277
2025 Q3	$10.3M	Buy	235,192 +33,514	+17%	+$1.42M	0.07%	261
2025 Q2	$8.23M	Buy	201,678 +26,088	+15%	+$1.04M	0.06%	268
2025 Q1	$6.85M	Buy	175,590 +18,142	+12%	+$709K	0.07%	243
2024 Q4	$6.07M	Buy	157,448 +49,848	+46%	+$1.98M	0.07%	251
2024 Q3	$4.35M	Buy	107,600 +95,196	+767%	+$3.53M	0.08%	226
2024 Q2	$423K	Buy	+12,404	New	+$426K	0.02%	600

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

&Partners's XLU Position: Q2 2026 in Review

&Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.3% in Q2 2026, selling an estimated $43.5K and leaving 318,954 shares worth $14.5M. The position accounts for 0.06% of the portfolio, ranked #293.

&Partners first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.7M in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

&Partners held 318,954 shares of State Street Utilities Select Sector SPDR ETF worth $14.5M as of Q2 2026.
&Partners sold 961 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $43.5K.
State Street Utilities Select Sector SPDR ETF made up 0.06% of &Partners's portfolio in Q2 2026, its #293 holding.
&Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
&Partners's State Street Utilities Select Sector SPDR ETF position peaked at $14.7M in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.