Penserra Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Penserra Capital 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	–	Sell	-74,956	Closed	-$3.44M	–	1200
2026 Q1	$3.44M	Buy	+74,956	New	+$3.36M	0.04%	293
2025 Q4	–	Sell	-77,690	Closed	-$3.39M	–	1147
2025 Q3	$3.39M	Sell	77,690 -12,720	-14%	-$538K	0.04%	299
2025 Q2	$3.69M	Sell	90,410 -7,572	-8%	-$302K	0.05%	275
2025 Q1	$3.86M	Buy	+97,982	New	+$3.83M	0.07%	224
2024 Q4	–	Sell	-111,572	Closed	-$4.51M	–	1208
2024 Q3	$4.51M	Buy	111,572 +111,342	+48,410%	+$4.13M	0.1%	196
2024 Q2	$8K	Sell	230 -116,992	-100%	-$4.02M	﹤0.01%	1026
2024 Q1	$3.85M	Buy	117,222 +27,618	+31%	+$862K	0.05%	262
2023 Q4	$2.84M	Buy	89,604 +77,028	+613%	+$2.36M	0.05%	236
2023 Q3	$370K	Buy	+12,576	New	+$405K	0.01%	598
2023 Q2	–	Sell	-5,332	Closed	-$180K	–	1341
2023 Q1	$180K	Buy	5,332 +108	+2%	+$3.66K	﹤0.01%	716
2022 Q4	$184K	Sell	5,224 -268	-5%	-$9.11K	﹤0.01%	714
2022 Q3	$179K	Buy	5,492 +1,796	+49%	+$65.8K	0.01%	659
2022 Q2	$129K	Buy	3,696 +480	+15%	+$17.4K	﹤0.01%	734
2022 Q1	$119K	Buy	3,216 +260	+9%	+$9.01K	﹤0.01%	806
2021 Q4	$105K	Buy	+2,956	New	+$99.7K	﹤0.01%	823
2019 Q3	–	Sell	-25,690	Closed	-$765K	–	975
2019 Q2	$765K	Buy	+25,690	New	+$755K	0.06%	253

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

Penserra Capital Management's XLU Position: Q2 2026 in Review

Penserra Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 74,956 shares — an estimated $3.44M sold.

Penserra Capital Management first reported a position in XLU in Q2 2019 and held it in 16 quarters. The position peaked at $4.51M in Q3 2024. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Penserra Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Penserra Capital Management sold 74,956 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.44M.
Penserra Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and held it in 16 quarters.
Penserra Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $4.51M in Q3 2024.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.