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Rossby Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Rossby Financial’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 		$107K Buy
2,319
+433
+23% +$19.4K 0.02% 525
2025
Q4 		$80.5K Buy
1,886
+442
+31% +$19.6K 0.02% 451
2025
Q3 		$63.6K Hold
1,444
– – 0.02% 494
2025
Q2 		$59K Sell
1,444
-468
-24% -$18.6K 0.02% 468
2025
Q1 		$74.8K Buy
+1,912
New +$74.7K 0.03% 398

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Rossby Financial's XLU Position: Q1 2026 in Review

Rossby Financial increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 23% in Q1 2026, buying an estimated $19.4K and bringing the position to 2,319 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #525.

Rossby Financial first reported a position in XLU in Q1 2025 and has held it in 5 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Rossby Financial held 2,319 shares of State Street Utilities Select Sector SPDR ETF worth $107K as of Q1 2026.
  • Rossby Financial bought 433 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $19.4K.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Rossby Financial's portfolio in Q1 2026, its #525 holding.
  • Rossby Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.