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Vectors Research Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Vectors Research 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 		$5.27M Sell
114,872
-21,908
-16% -$983K 1.54% 13
2025
Q4 		$5.84M Sell
136,780
-1,954
-1% -$86.5K 1.78% 15
2025
Q3 		$6.05M Sell
138,734
-4,538
-3% -$192K 1.91% 14
2025
Q2 		$5.85M Sell
143,272
-6,430
-4% -$256K 2.01% 14
2025
Q1 		$5.9M Sell
149,702
-6,816
-4% -$266K 2.06% 13
2024
Q4 		$5.92M Sell
156,518
-9,556
-6% -$379K 2.02% 11
2024
Q3 		$6.71M Sell
166,074
-4,846
-3% -$180K 2.03% 9
2024
Q2 		$5.82M Sell
170,920
-33,750
-16% -$1.16M 1.79% 13
2024
Q1 		$6.72M Buy
204,670
+144,552
+240% +$4.51M 1.9% 11
2023
Q4 		$4.91M Sell
60,118
-140,400
-70% -$4.29M 1.38% 16
2023
Q3 		$5.79M Sell
200,518
-15,236
-7% -$491K 1.88% 10
2023
Q2 		$7.06M Sell
215,754
-56,854
-21% -$1.91M 2.01% 9
2023
Q1 		$9.23M Buy
272,608
+7,040
+3% +$239K 2.38% 9
2022
Q4 		$9.36M Buy
265,568
+30,632
+13% +$1.04M 2.42% 8
2022
Q3 		$7.7M Buy
234,936
+44,666
+23% +$1.64M 2.18% 11
2022
Q2 		$7.01M Sell
190,270
-37,930
-17% -$1.37M 1.78% 13
2022
Q1 		$8.5M Buy
228,200
+34,298
+18% +$1.19M 1.86% 15
2021
Q4 		$6.94M Buy
193,902
+9,934
+5% +$335K 1.46% 18
2021
Q3 		$5.88M Buy
183,968
+35,966
+24% +$1.2M 1.38% 20
2021
Q2 		$4.68M Buy
148,002
+4,652
+3% +$152K 1.19% 25
2021
Q1 		$4.59M Buy
143,350
+15,818
+12% +$491K 1.26% 21
2020
Q4 		$4M Buy
127,532
+58,176
+84% +$1.84M 1.23% 20
2020
Q3 		$2.65M Sell
69,356
-9,932
-13% -$295K 0.97% 26
2020
Q2 		$2.24M Buy
+79,288
New +$2.29M 0.88% 30

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

Vectors Research Management's XLU Position: Q1 2026 in Review

Vectors Research Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 16% in Q1 2026, selling an estimated $983K and leaving 114,872 shares worth $5.27M. The position accounts for 1.54% of the portfolio, ranked #13.

Vectors Research Management first reported a position in XLU in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.36M in Q4 2022. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Vectors Research Management held 114,872 shares of State Street Utilities Select Sector SPDR ETF worth $5.27M as of Q1 2026.
  • Vectors Research Management sold 21,908 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $983K.
  • State Street Utilities Select Sector SPDR ETF made up 1.54% of Vectors Research Management's portfolio in Q1 2026, its #13 holding.
  • Vectors Research Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
  • Vectors Research Management's State Street Utilities Select Sector SPDR ETF position peaked at $9.36M in Q4 2022.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Vectors Research Management's 13F filing for Q1 2026, filed 5 May 2026.