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 Q2	$8.23M	Buy	181,567 +10,062	+6%	+$456K	0.33%	47
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 +38,466	+64%	+$1.53M	0.2%	98
2024 Q3	$2.42M	Buy	60,020 +29,404	+96%	+$1.09M	0.18%	106
2024 Q2	$1.04M	Sell	30,616 -6,666	-18%	-$229K	0.08%	199
2024 Q1	$1.22M	Buy	37,282 +7,520	+25%	+$235K	0.11%	174
2023 Q4	$942K	Sell	29,762 -14,648	-33%	-$448K	0.09%	189
2023 Q3	$1.31M	Buy	44,410 +5,496	+14%	+$177K	0.14%	131
2023 Q2	$1.27M	Buy	38,914 +11,258	+41%	+$379K	0.13%	138
2023 Q1	$936K	Sell	27,656 -9,970	-26%	-$338K	0.1%	182
2022 Q4	$1.33M	Buy	37,626 +5,966	+19%	+$203K	0.16%	121
2022 Q3	$1.04M	Buy	31,660 +12,022	+61%	+$441K	0.14%	146
2022 Q2	$689K	Sell	19,638 -1,594	-8%	-$57.7K	0.08%	227
2022 Q1	$790K	Buy	21,232 +7,544	+55%	+$262K	0.06%	262
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 $1.55T 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

StoneX Group's XLU Position: Q2 2026 in Review

StoneX Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.9% in Q2 2026, buying an estimated $456K and bringing the position to 181,567 shares worth $8.23M. The position accounts for 0.33% of the portfolio, ranked #47.

StoneX Group first reported a position in XLU in Q4 2018 and has held it in 25 quarters since. The position peaked at $24.7M in Q4 2025. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

StoneX Group held 181,567 shares of State Street Utilities Select Sector SPDR ETF worth $8.23M as of Q2 2026.
StoneX Group bought 10,062 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $456K.
State Street Utilities Select Sector SPDR ETF made up 0.33% of StoneX Group's portfolio in Q2 2026, its #47 holding.
StoneX Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
StoneX Group's State Street Utilities Select Sector SPDR ETF position peaked at $24.7M in Q4 2025.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.