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

StoneX 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 Q1	$7.87M	Sell	171,505 -406,844	-70%	-$18.3M	0.42%	38
2025 Q4	$24.7M	Buy	578,349 +32,629	+6%	+$1.44M	1.07%	17
2025 Q3	$23.8M	Buy	545,720 +38,066	+7%	+$1.61M	1.04%	18
2025 Q2	$20.7M	Buy	507,654 +398,928	+367%	+$15.9M	1.01%	19
2025 Q1	$4.29M	Buy	108,726 +10,240	+10%	+$400K	0.23%	89
2024 Q4	$3.73M	Buy	+98,486	New	+$3.91M	0.2%	98
2023 Q1	–	Sell	-37,626	Closed	-$1.33M	–	698
2022 Q4	$1.33M	Buy	37,626 +5,966	+19%	+$203K	0.19%	81
2022 Q3	$1.04M	Buy	31,660 +12,022	+61%	+$441K	0.19%	94
2022 Q2	$689K	Sell	19,638 -1,594	-8%	-$57.7K	0.11%	143
2022 Q1	$790K	Buy	21,232 +7,544	+55%	+$262K	0.07%	229
2021 Q4	$490K	Buy	13,688 +1,542	+13%	+$52K	0.06%	298
2021 Q3	$388K	Buy	12,146 +1,846	+18%	+$61.7K	0.06%	302
2021 Q2	$326K	Buy	+10,300	New	+$337K	0.05%	334
2020 Q1	–	Sell	-34,744	Closed	-$1.12M	–	325
2019 Q4	$1.12M	Buy	34,744 +1,178	+4%	+$37.4K	0.46%	63
2019 Q3	$1.09M	Buy	33,566 +90	+0.3%	+$2.78K	0.68%	39
2019 Q2	$998K	Buy	+33,476	New	+$983K	0.64%	44
2019 Q1	–	Sell	-7,778	Closed	-$206K	–	237
2018 Q4	$206K	Buy	+7,778	New	+$211K	0.2%	190

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

StoneX Group's XLU Position: Q1 2026 in Review

StoneX Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 70% in Q1 2026, selling an estimated $18.3M and leaving 171,505 shares worth $7.87M. The position accounts for 0.42% of the portfolio, ranked #38.

StoneX Group first reported a position in XLU in Q4 2018 and has held it in 17 quarters since. The position peaked at $24.7M in Q4 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

StoneX Group held 171,505 shares of State Street Utilities Select Sector SPDR ETF worth $7.87M as of Q1 2026.
StoneX Group sold 406,844 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $18.3M.
State Street Utilities Select Sector SPDR ETF made up 0.42% of StoneX Group's portfolio in Q1 2026, its #38 holding.
StoneX Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 17 quarters since.
StoneX Group's State Street Utilities Select Sector SPDR ETF position peaked at $24.7M in Q4 2025.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.