Sendero Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sendero Wealth 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 Q1	$2.97M	Hold	64,805	–	–	0.33%	59
2025 Q4	$2.77M	Buy	64,805 +18,055	+39%	+$800K	0.31%	60
2025 Q3	$2.04M	Hold	46,750	–	–	0.24%	67
2025 Q2	$1.91M	Hold	46,750	–	–	0.24%	68
2025 Q1	$1.84M	Hold	46,750	–	–	0.26%	64
2024 Q4	$1.77M	Hold	46,750	–	–	0.26%	62
2024 Q3	$1.89M	Hold	46,750	–	–	0.3%	54
2024 Q2	$1.59M	Sell	46,750 -2,516	-5%	-$86.4K	0.27%	54
2024 Q1	$1.62M	Hold	49,266	–	–	0.28%	59
2023 Q4	$1.56M	Hold	49,266	–	–	0.29%	63
2023 Q3	$1.45M	Hold	49,266	–	–	0.31%	60
2023 Q2	$1.61M	Buy	+49,266	New	+$1.66M	0.35%	57

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sendero Wealth Management's XLU Position: Q1 2026 in Review

Sendero Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 64,805 shares worth $2.97M. The position accounts for 0.33% of the portfolio, ranked #59.

Sendero Wealth Management first reported a position in XLU in Q2 2023 and has held it in 12 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Sendero Wealth Management held 64,805 shares of State Street Utilities Select Sector SPDR ETF worth $2.97M as of Q1 2026.
Sendero Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.33% of Sendero Wealth Management's portfolio in Q1 2026, its #59 holding.
Sendero Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.