Markowski Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Markowski Investments’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	$21.9K	Buy	+483	New	+$21.9K	﹤0.01%	300

Other funds holding XLU

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Markowski Investments's XLU Position: Q2 2026 in Review

Markowski Investments opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 483 shares worth $21.9K. The stake represents ﹤0.01% of the portfolio and ranks #300 among its holdings.

1,359 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Markowski Investments held 483 shares of State Street Utilities Select Sector SPDR ETF worth $21.9K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Markowski Investments position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Markowski Investments's portfolio in Q2 2026, its #300 holding.
1,359 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.