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

Yakira Capital 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
2025 Q4	–	Sell	-24,026	Closed	-$1.05M	–	232
2025 Q3	$1.05M	Buy	+24,026	New	+$1.02M	0.37%	67
2017 Q1	–	Sell	-11,160	Closed	-$271K	–	108
2016 Q4	$271K	Buy	+11,160	New	+$266K	0.13%	65

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Yakira Capital Management's XLU Position: Q4 2025 in Review

Yakira Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 24,026 shares — an estimated $1.05M sold.

Yakira Capital Management first reported a position in XLU in Q4 2016 and held it in 2 quarters. The position peaked at $1.05M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Yakira Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Yakira Capital Management sold 24,026 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $1.05M.
Yakira Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and held it in 2 quarters.
Yakira Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.05M in Q3 2025.
1,534 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Yakira Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.