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

Syon 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	$3.48M	Buy	75,902 +5,227	+7%	+$235K	0.18%	84
2025 Q4	$3.02M	Buy	70,675 +2,091	+3%	+$92.6K	0.15%	101
2025 Q3	$2.99M	Buy	68,584 +61,738	+902%	+$2.61M	0.16%	86
2025 Q2	$280K	Sell	6,846 -3,694	-35%	-$147K	0.02%	572
2025 Q1	$416K	Sell	10,540 -7,284	-41%	-$285K	0.03%	345
2024 Q4	$675K	Sell	17,824 -34,968	-66%	-$1.39M	0.06%	217
2024 Q3	$2.13M	Sell	52,792 -2,474	-4%	-$91.8K	0.19%	86
2024 Q2	$1.88M	Buy	55,266 +98	+0.2%	+$3.37K	0.17%	92
2024 Q1	$1.81M	Sell	55,168 -50,368	-48%	-$1.57M	0.17%	94
2023 Q4	$3.34M	Buy	+105,536	New	+$3.23M	0.14%	98

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

Syon Capital's XLU Position: Q1 2026 in Review

Syon Capital increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.4% in Q1 2026, buying an estimated $235K and bringing the position to 75,902 shares worth $3.48M. The position accounts for 0.18% of the portfolio, ranked #84.

Syon Capital first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Syon Capital held 75,902 shares of State Street Utilities Select Sector SPDR ETF worth $3.48M as of Q1 2026.
Syon Capital bought 5,227 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $235K.
State Street Utilities Select Sector SPDR ETF made up 0.18% of Syon Capital's portfolio in Q1 2026, its #84 holding.
Syon Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.