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

SBI 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	$725K	Buy	15,981 +4,727	+42%	+$214K	0.02%	343
2026 Q1	$516K	Buy	11,254 +60	+0.5%	+$2.69K	0.01%	395
2025 Q4	$478K	Buy	11,194 +126	+1%	+$5.58K	0.01%	406
2025 Q3	$483K	Buy	11,068 +1,554	+16%	+$65.7K	0.01%	399
2025 Q2	$388K	Sell	9,514 -398	-4%	-$15.9K	0.01%	414
2025 Q1	$391K	Sell	9,912 -2,912	-23%	-$114K	0.01%	384
2024 Q4	$485K	Buy	+12,824	New	+$509K	0.01%	346

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 Securities's XLU Position: Q2 2026 in Review

SBI Securities increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 42% in Q2 2026, buying an estimated $214K and bringing the position to 15,981 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #343.

SBI Securities first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

SBI Securities held 15,981 shares of State Street Utilities Select Sector SPDR ETF worth $725K as of Q2 2026.
SBI Securities bought 4,727 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $214K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of SBI Securities's portfolio in Q2 2026, its #343 holding.
SBI Securities first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.