Tidal Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Tidal Investments’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	$6.2M	Buy	135,091 +46,780	+53%	+$2.1M	0.01%	731
2025 Q4	$3.77M	Buy	88,311 +37,711	+75%	+$1.67M	0.01%	739
2025 Q3	$2.21M	Buy	50,600 +26,116	+107%	+$1.1M	﹤0.01%	871
2025 Q2	$1,000K	Sell	24,484 -48,366	-66%	-$1.93M	0.01%	1038
2025 Q1	$2.87M	Sell	72,850 -117,862	-62%	-$4.6M	0.02%	540
2024 Q4	$7.22M	Buy	190,712 +61,384	+47%	+$2.44M	0.06%	337
2024 Q3	$5.22M	Buy	+129,328	New	+$4.8M	0.06%	326
2024 Q2	–	Sell	-24,282	Closed	-$797K	–	1948
2024 Q1	$797K	Buy	+24,282	New	+$758K	0.01%	987
2023 Q2	–	Sell	-7,616	Closed	-$258K	–	1408
2023 Q1	$258K	Buy	7,616 +310	+4%	+$10.5K	0.01%	1081
2022 Q4	$258K	Sell	7,306 -1,430	-16%	-$48.6K	0.01%	937
2022 Q3	$286K	Buy	8,736 +188	+2%	+$6.89K	0.01%	774
2022 Q2	$300K	Buy	8,548 +808	+10%	+$29.3K	0.01%	772
2022 Q1	$288K	Buy	+7,740	New	+$268K	0.01%	838

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

Tidal Investments's XLU Position: Q1 2026 in Review

Tidal Investments increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 53% in Q1 2026, buying an estimated $2.1M and bringing the position to 135,091 shares worth $6.2M. The position accounts for 0.01% of the portfolio, ranked #731.

Tidal Investments first reported a position in XLU in Q1 2022 and has held it in 13 quarters since. The position peaked at $7.22M in Q4 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Tidal Investments held 135,091 shares of State Street Utilities Select Sector SPDR ETF worth $6.2M as of Q1 2026.
Tidal Investments bought 46,780 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $2.1M.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Tidal Investments's portfolio in Q1 2026, its #731 holding.
Tidal Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 13 quarters since.
Tidal Investments's State Street Utilities Select Sector SPDR ETF position peaked at $7.22M in Q4 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.