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

Prelude 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 Q1	$634K	Buy	+13,818	New	+$620K	0.05%	423
2025 Q4	–	Sell	-6,044	Closed	-$264K	–	1589
2025 Q3	$264K	Buy	+6,044	New	+$256K	0.02%	793
2025 Q2	–	Sell	-5,350	Closed	-$211K	–	1420
2025 Q1	$211K	Buy	+5,350	New	+$209K	0.02%	911
2023 Q1	–	Sell	-7,700	Closed	-$271K	–	1494
2022 Q4	$271K	Buy	+7,700	New	+$262K	0.01%	828
2021 Q1	–	Sell	-105,294	Closed	-$3.27M	–	1861
2020 Q4	$3.3M	Buy	105,294 +56,628	+116%	+$1.79M	0.08%	176
2020 Q3	$1.45M	Sell	48,666 -43,040	-47%	-$1.28M	0.07%	208
2020 Q2	$2.59M	Buy	91,706 +64,766	+240%	+$1.87M	0.14%	120
2020 Q1	$746K	Sell	26,940 -9,752	-27%	-$312K	0.05%	257
2019 Q4	$1.19M	Buy	+36,692	New	+$1.17M	0.05%	339
2019 Q3	–	Sell	-38,048	Closed	-$1.13M	–	2109
2019 Q2	$1.13M	Buy	38,048 +4,262	+13%	+$125K	0.06%	316
2019 Q1	$983K	Buy	+33,786	New	+$939K	0.06%	332
2018 Q1	–	Sell	-15,466	Closed	-$386K	–	1749
2017 Q4	$407K	Buy	+15,466	New	+$424K	0.03%	468
2013 Q4	–	Sell	-6,000	Closed	-$112K	–	1959
2013 Q3	$112K	Sell	6,000 -2,000	-25%	-$38.1K	0.02%	732
2013 Q2	$151K	Buy	+8,000	New	+$157K	0.03%	500

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

Prelude Capital Management's XLU Position: Q1 2026 in Review

Prelude Capital Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 13,818 shares worth $634K. The stake represents 0.05% of the portfolio and ranks #423 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in XLU as recently as Q3 2025.

Prelude Capital Management first reported a position in XLU in Q2 2013 and has held it in 14 quarters since. The position peaked at $3.3M in Q4 2020. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Prelude Capital Management held 13,818 shares of State Street Utilities Select Sector SPDR ETF worth $634K as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new Prelude Capital Management position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Prelude Capital Management's portfolio in Q1 2026, its #423 holding.
Prelude Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 14 quarters since.
Prelude Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $3.3M in Q4 2020.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.