&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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

&Partners's XLU Position: Q1 2026 in Review

&Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 21% in Q1 2026, buying an estimated $2.5M and bringing the position to 319,915 shares worth $14.7M. The position accounts for 0.07% of the portfolio, ranked #255.

&Partners first reported a position in XLU in Q2 2024 and has held it in 8 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

&Partners held 319,915 shares of State Street Utilities Select Sector SPDR ETF worth $14.7M as of Q1 2026.
&Partners bought 55,679 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $2.5M.
State Street Utilities Select Sector SPDR ETF made up 0.07% of &Partners's portfolio in Q1 2026, its #255 holding.
&Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.