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
2025 Q2	–	Sell	-383,000	Closed	-$15.1M	–	1421
2025 Q1	$15.1M	Sell	383,000 -15,000	-4%	-$586K	1.15%	7
2024 Q4	$15.1M	Buy	398,000 +16,800	+4%	+$667K	0.94%	8
2024 Q3	$15.4M	Buy	+381,200	New	+$14.1M	0.93%	4
2023 Q4	–	Sell	-448,800	Closed	-$13.2M	–	1387
2023 Q3	$13.2M	Buy	+448,800	New	+$14.5M	0.86%	15
2022 Q2	–	Sell	-56,000	Closed	-$2.08M	–	2097
2022 Q1	$2.08M	Buy	56,000 +50,000	+833%	+$1.73M	0.06%	322
2021 Q4	$215K	Buy	+6,000	New	+$202K	0.01%	1528
2021 Q2	–	Sell	-40,000	Closed	-$1.28M	–	2024
2021 Q1	$1.28M	Sell	40,000 -6,000	-13%	-$186K	0.03%	513
2020 Q4	$1.44M	Buy	+46,000	New	+$1.46M	0.04%	381
2020 Q2	–	Sell	-123,400	Closed	-$2.27M	–	2298
2020 Q1	$2.27M	Buy	123,400 +96,800	+364%	+$3.1M	0.15%	91
2019 Q4	$859K	Buy	+26,600	New	+$845K	0.03%	431
2019 Q1	–	Sell	-20,400	Closed	-$540K	–	2249
2018 Q4	$540K	Buy	20,400 +14,800	+264%	+$402K	0.04%	450
2018 Q3	$147K	Buy	+5,600	New	+$149K	0.01%	862
2018 Q2	–	Sell	-8,800	Closed	-$222K	–	1978
2018 Q1	$222K	Buy	+8,800	New	+$220K	0.02%	657
2017 Q4	–	Sell	-24,600	Closed	-$653K	–	1761
2017 Q3	$653K	Buy	+24,600	New	+$660K	0.06%	319
2017 Q2	–	Sell	-116,000	Closed	-$2.98M	–	1901
2017 Q1	$2.98M	Buy	+116,000	New	+$2.9M	0.28%	73
2014 Q4	–	Sell	-3,200	Closed	-$67K	–	2186
2014 Q3	$67K	Buy	+3,200	New	+$67.8K	0.01%	1282

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

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

Prelude Capital Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 49% in Q2 2026, selling an estimated $309K and leaving 7,001 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #746.

Prelude Capital Management first reported a position in XLU in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.3M in Q4 2020. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Prelude Capital Management held 7,001 shares of State Street Utilities Select Sector SPDR ETF worth $317K as of Q2 2026.
Prelude Capital Management sold 6,817 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $309K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #746 holding.
Prelude Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 15 quarters since.
Prelude Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $3.3M in Q4 2020.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.