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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.55M Buy
78,322
+2,420
+3% +$110K 0.15% 101
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 Buy
55,168
+2,400
+5% +$74.9K 0.17% 94
2023
Q4
$1.67M Buy
+52,768
New +$1.61M 0.17% 92

Other funds holding XLU

Syon Capital's XLU Position: Q2 2026 in Review

Syon Capital increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.2% in Q2 2026, buying an estimated $110K and bringing the position to 78,322 shares worth $3.55M. The position accounts for 0.15% of the portfolio, ranked #101.

Syon Capital first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Syon Capital held 78,322 shares of State Street Utilities Select Sector SPDR ETF worth $3.55M as of Q2 2026.
  • Syon Capital bought 2,420 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $110K.
  • State Street Utilities Select Sector SPDR ETF made up 0.15% of Syon Capital's portfolio in Q2 2026, its #101 holding.
  • Syon Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.