Sykon Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sykon Capital’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	-35,413	Closed	-$1.51M	–	124
2025 Q4	$1.51M	Buy	35,413 +8,221	+30%	+$364K	0.49%	56
2025 Q3	$1.19M	Buy	+27,192	New	+$1.15M	0.4%	57
2025 Q1	–	Sell	-41,534	Closed	-$1.57M	–	82
2024 Q4	$1.57M	Buy	41,534 +1,726	+4%	+$68.5K	0.54%	32
2024 Q3	$1.61M	Buy	39,808 +274	+0.7%	+$10.2K	0.57%	56
2024 Q2	$1.35M	Buy	+39,534	New	+$1.36M	0.51%	52

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

Sykon Capital's XLU Position: Q1 2026 in Review

Sykon Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 35,413 shares — an estimated $1.51M sold.

Sykon Capital first reported a position in XLU in Q2 2024 and held it in 5 quarters. The position peaked at $1.61M in Q3 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Sykon Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Sykon Capital sold 35,413 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.51M.
Sykon Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and held it in 5 quarters.
Sykon Capital's State Street Utilities Select Sector SPDR ETF position peaked at $1.61M in Q3 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Sykon Capital's 13F filing for Q1 2026, filed 22 Apr 2026.