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

Peconic 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
2025 Q3	–	Sell	-2,000,000	Closed	-$81.7M	–	14
2025 Q2	$81.7M	Buy	+2,000,000	New	+$79.7M	2.62%	3
2024 Q3	–	Sell	-5,850	Closed	-$199K	–	13
2024 Q2	$199K	Sell	5,850 -3,217,118	-100%	-$110M	0.01%	11
2024 Q1	$106M	Buy	+3,222,968	New	+$101M	4.7%	3
2015 Q4	–	Sell	-124,600	Closed	-$2.7M	–	38
2015 Q3	$2.7M	Buy	+124,600	New	+$2.68M	0.44%	19

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Peconic Partners's XLU Position: Q3 2025 in Review

Peconic Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 2,000,000 shares — an estimated $81.7M sold.

Peconic Partners first reported a position in XLU in Q3 2015 and held it in 4 quarters. The position peaked at $106M in Q1 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Peconic Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Peconic Partners sold 2,000,000 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $81.7M.
Peconic Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2015 and held it in 4 quarters.
Peconic Partners's State Street Utilities Select Sector SPDR ETF position peaked at $106M in Q1 2024.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Peconic Partners's 13F filing for Q3 2025, filed 14 Nov 2025.