Volterra Technologies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Volterra Technologies’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	$4.02M	Buy	87,700 +10,100	+13%	+$453K	0.49%	49
2025 Q4	$3.31M	Sell	77,600 -16,000	-17%	-$709K	0.33%	84
2025 Q3	$4.08M	Sell	93,600 -12,200	-12%	-$516K	0.35%	71
2025 Q2	$4.32M	Buy	+105,800	New	+$4.22M	0.55%	37

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

Volterra Technologies's XLU Position: Q1 2026 in Review

Volterra Technologies reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 65% in Q1 2026, selling an estimated $729K and leaving 8,722 shares worth $400K. The position accounts for 0.05% of the portfolio, ranked #233.

Volterra Technologies first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.46M in Q3 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Volterra Technologies held 8,722 shares of State Street Utilities Select Sector SPDR ETF worth $400K as of Q1 2026.
Volterra Technologies sold 16,253 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $729K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Volterra Technologies's portfolio in Q1 2026, its #233 holding.
Volterra Technologies first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
Volterra Technologies's State Street Utilities Select Sector SPDR ETF position peaked at $3.46M in Q3 2025.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Volterra Technologies's 13F filing for Q1 2026, filed 14 May 2026.