Prudential plc’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Prudential plc’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	$12.2M	Buy	+266,700	New	+$12M	0.07%	168
2025 Q4	–	Sell	-382,400	Closed	-$16.7M	–	747
2025 Q3	$16.7M	Buy	+382,400	New	+$16.2M	0.12%	119
2023 Q4	–	Sell	-15,664	Closed	-$462K	–	908
2023 Q3	$462K	Buy	+15,664	New	+$505K	0.01%	772
2023 Q2	–	Sell	-8,434	Closed	-$285K	–	937
2023 Q1	$285K	Sell	8,434 -187,946	-96%	-$6.37M	﹤0.01%	822
2022 Q4	$6.92M	Sell	196,380 -63,934	-25%	-$2.17M	0.09%	157
2022 Q3	$8.53M	Sell	260,314 -2,561,858	-91%	-$93.9M	0.13%	95
2022 Q2	$99M	Buy	2,822,172 +2,651,172	+1,550%	+$96M	1.79%	9
2022 Q1	$6.37M	Sell	171,000 -12,155,520	-99%	-$421M	0.09%	126
2021 Q4	$441M	Sell	12,326,520 -1,554,358	-11%	-$52.4M	6.04%	5
2021 Q3	$443M	Buy	+13,880,878	New	+$464M	6.18%	7
2021 Q2	–	Sell	-17,299,784	Closed	-$554M	–	657
2021 Q1	$554M	Buy	17,299,784 +4,480,772	+35%	+$139M	3.84%	2
2020 Q4	$402M	Buy	+12,819,012	New	+$406M	2.13%	6
2020 Q1	–	Sell	-6,777,980	Closed	-$219M	–	658
2019 Q4	$219M	Buy	+6,777,980	New	+$215M	0.92%	28
2017 Q4	–	Sell	-83,400	Closed	-$2.21M	–	746
2017 Q3	$2.21M	Buy	83,400 +49,260	+144%	+$1.32M	0.01%	447
2017 Q2	$887K	Buy	34,140 +17,620	+107%	+$463K	﹤0.01%	509
2017 Q1	$424K	Sell	16,520 -13,560	-45%	-$339K	﹤0.01%	550
2016 Q4	$730K	Buy	+30,080	New	+$718K	﹤0.01%	486

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

Prudential plc's XLU Position: Q1 2026 in Review

Prudential plc opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 266,700 shares worth $12.2M. The stake represents 0.07% of the portfolio and ranks #168 among its holdings. This is a return to the name: Prudential plc previously reported a position in XLU as recently as Q3 2025.

Prudential plc first reported a position in XLU in Q4 2016 and has held it in 17 quarters since. The position peaked at $554M in Q1 2021. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Prudential plc held 266,700 shares of State Street Utilities Select Sector SPDR ETF worth $12.2M as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new Prudential plc position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.07% of Prudential plc's portfolio in Q1 2026, its #168 holding.
Prudential plc first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 17 quarters since.
Prudential plc's State Street Utilities Select Sector SPDR ETF position peaked at $554M in Q1 2021.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Prudential plc's 13F filing for Q1 2026, filed 14 May 2026.