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Strategic Equity Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Strategic Equity 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 		– Sell
-187,431
Closed -$8M – 80
2025
Q4 		$8M Sell
187,431
-70,953
-27% -$3.14M 2.71% 13
2025
Q3 		$11.3M Buy
258,384
+161,634
+167% +$6.84M 4.17% 11
2025
Q2 		$3.95M Buy
+96,750
New +$3.85M 1.45% 16

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Strategic Equity Management's XLU Position: Q1 2026 in Review

Strategic Equity Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 187,431 shares — an estimated $8M sold.

Strategic Equity Management first reported a position in XLU in Q2 2025 and held it in 3 quarters. The position peaked at $11.3M in Q3 2025. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Strategic Equity Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Equity Management sold 187,431 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $8M.
  • Strategic Equity Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
  • Strategic Equity Management's State Street Utilities Select Sector SPDR ETF position peaked at $11.3M in Q3 2025.
  • 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.