Rakuten Securities’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Rakuten Securities’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	$35.2K	Sell	777 -283	-27%	-$12.8K	0.01%	306
2026 Q1	$48.6K	Buy	1,060 +917	+641%	+$41.1K	0.02%	243
2025 Q4	$6.11K	Sell	143 -731	-84%	-$32.4K	﹤0.01%	496
2025 Q3	$38.1K	Buy	874 +774	+774%	+$32.7K	0.01%	265
2025 Q2	$4.08K	Sell	100 -334	-77%	-$13.3K	﹤0.01%	514
2025 Q1	$17.1K	Sell	434 -480	-53%	-$18.8K	0.01%	333
2024 Q4	$34.6K	Sell	914 -62	-6%	-$2.46K	0.01%	242
2024 Q3	$39.4K	Buy	976 +862	+756%	+$32K	0.02%	206
2024 Q2	$3.88K	Buy	114 +94	+470%	+$3.23K	﹤0.01%	414
2024 Q1	$657	Buy	+20	New	+$624	﹤0.01%	598

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

Rakuten Securities's XLU Position: Q2 2026 in Review

Rakuten Securities reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 27% in Q2 2026, selling an estimated $12.8K and leaving 777 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #306.

Rakuten Securities first reported a position in XLU in Q1 2024 and has held it in 10 quarters since. The position peaked at $48.6K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Rakuten Securities held 777 shares of State Street Utilities Select Sector SPDR ETF worth $35.2K as of Q2 2026.
Rakuten Securities sold 283 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $12.8K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Rakuten Securities's portfolio in Q2 2026, its #306 holding.
Rakuten Securities first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Rakuten Securities's State Street Utilities Select Sector SPDR ETF position peaked at $48.6K in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.