Split Creek LLC DBA Split Creek Capital LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Split Creek LLC DBA Split Creek Capital LLC’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 Q2	$296K	Sell	6,537 -57	-0.9%	-$2.58K	0.27%	104
2026 Q1	$303K	Sell	6,594 -60	-0.9%	-$2.69K	0.32%	92
2025 Q4	$284K	Buy	+6,654	New	+$295K	0.3%	93

Other funds holding XLU

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Split Creek LLC DBA Split Creek Capital LLC's XLU Position: Q2 2026 in Review

Split Creek LLC DBA Split Creek Capital LLC reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.86% in Q2 2026, selling an estimated $2.58K and leaving 6,537 shares worth $296K. The position accounts for 0.27% of the portfolio, ranked #104.

Split Creek LLC DBA Split Creek Capital LLC first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $303K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Split Creek LLC DBA Split Creek Capital LLC held 6,537 shares of State Street Utilities Select Sector SPDR ETF worth $296K as of Q2 2026.
Split Creek LLC DBA Split Creek Capital LLC sold 57 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.58K.
State Street Utilities Select Sector SPDR ETF made up 0.27% of Split Creek LLC DBA Split Creek Capital LLC's portfolio in Q2 2026, its #104 holding.
Split Creek LLC DBA Split Creek Capital LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Split Creek LLC DBA Split Creek Capital LLC's State Street Utilities Select Sector SPDR ETF position peaked at $303K in Q1 2026.
1,589 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Split Creek LLC DBA Split Creek Capital LLC's 13F filing for Q2 2026, filed 23 Oct 2026.