Sankala Group
XLU icon

Sankala Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sankala Group’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
Q3 		$190K Hold
4,800
– – 0.12% 148
2026
Q2 		$211K Hold
4,800
– – 0.14% 139
2026
Q1 		$221K Hold
4,800
– – 0.18% 116
2025
Q4 		$229K Buy
+4,800
New +$213K 0.18% 114

Other funds holding XLU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Sankala Group's XLU Position: Q3 2026 in Review

Sankala Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2026 at 4,800 shares worth $190K. The position accounts for 0.12% of the portfolio, ranked #148.

Sankala Group first reported a position in XLU in Q4 2025 and has held it in 4 quarters since. The position peaked at $229K in Q4 2025. 920 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • Sankala Group held 4,800 shares of State Street Utilities Select Sector SPDR ETF worth $190K as of Q3 2026.
  • Sankala Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.12% of Sankala Group's portfolio in Q3 2026, its #148 holding.
  • Sankala Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
  • Sankala Group's State Street Utilities Select Sector SPDR ETF position peaked at $229K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Sankala Group's 13F filing for Q3 2026, filed 9 Nov 2026.