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

Stack Financial 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	$230K	Buy	+5,013	New	+$225K	0.02%	51
2024 Q1	–	Sell	-28,848	Closed	-$913K	–	48
2023 Q4	$913K	Buy	+28,848	New	+$882K	0.1%	38

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

Stack Financial Management's XLU Position: Q1 2026 in Review

Stack Financial Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 5,013 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #51 among its holdings. This is a return to the name: Stack Financial Management previously reported a position in XLU as recently as Q4 2023.

Stack Financial Management first reported a position in XLU in Q4 2023 and has held it in 2 quarters since. The position peaked at $913K in Q4 2023. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Stack Financial Management held 5,013 shares of State Street Utilities Select Sector SPDR ETF worth $230K as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new Stack Financial Management position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Stack Financial Management's portfolio in Q1 2026, its #51 holding.
Stack Financial Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 2 quarters since.
Stack Financial Management's State Street Utilities Select Sector SPDR ETF position peaked at $913K in Q4 2023.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.