SBI Okasan Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

SBI Okasan Asset Management’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	$6.87M	Buy	+149,350	New	+$6.76M	0.23%	21
2026 Q1	–	Sell	-88,120	Closed	-$3.78M	–	345
2025 Q4	$3.78M	Buy	+88,120	New	+$3.9M	0.21%	21

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

SBI Okasan Asset Management's XLU Position: Q2 2026 in Review

SBI Okasan Asset Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 149,350 shares worth $6.87M. The stake represents 0.23% of the portfolio and ranks #21 among its holdings. This is a return to the name: SBI Okasan Asset Management previously reported a position in XLU as recently as Q4 2025.

SBI Okasan Asset Management first reported a position in XLU in Q4 2025 and has held it in 2 quarters since. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

SBI Okasan Asset Management held 149,350 shares of State Street Utilities Select Sector SPDR ETF worth $6.87M as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new SBI Okasan Asset Management position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.23% of SBI Okasan Asset Management's portfolio in Q2 2026, its #21 holding.
SBI Okasan Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.