Acropolis Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Acropolis Investment 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 Q2	$113K	Hold	2,456	–	–	0.01%	357
2026 Q1	$113K	Buy	+2,456	New	+$110K	0.01%	359
2025 Q2	–	Sell	-2,976	Closed	-$117K	–	305
2025 Q1	$117K	Hold	2,976	–	–	0.01%	287
2024 Q4	$113K	Hold	2,976	–	–	0.01%	294
2024 Q3	$120K	Sell	2,976 -226	-7%	-$8.38K	0.01%	277
2024 Q2	$109K	Sell	3,202 -780	-20%	-$26.8K	0.01%	280
2024 Q1	$131K	Hold	3,982	–	–	0.01%	261
2023 Q4	$126K	Sell	3,982 -4	-0.1%	-$122	0.01%	261
2023 Q3	$117K	Sell	3,986 -50	-1%	-$1.61K	0.01%	260
2023 Q2	$132K	Sell	4,036 -282	-7%	-$9.49K	0.01%	237
2023 Q1	$146K	Hold	4,318	–	–	0.01%	221
2022 Q4	$152K	Buy	4,318 +212	+5%	+$7.21K	0.01%	214
2022 Q3	$134K	Sell	4,106 -76	-2%	-$2.79K	0.01%	209
2022 Q2	$147K	Buy	4,182 +54	+1%	+$1.96K	0.01%	205
2022 Q1	$154K	Buy	4,128 +368	+10%	+$12.8K	0.01%	206
2021 Q4	$135K	Hold	3,760	–	–	0.01%	216
2021 Q3	$119K	Hold	3,760	–	–	0.01%	217
2021 Q2	$119K	Hold	3,760	–	–	0.01%	215
2021 Q1	$120K	Hold	3,760	–	–	0.01%	204
2020 Q4	$118K	Hold	3,760	–	–	0.01%	202
2020 Q3	$112K	Sell	3,760 -106	-3%	-$3.15K	0.01%	187
2020 Q2	$109K	Sell	3,866 -4	-0.1%	-$115	0.01%	180
2020 Q1	$107K	Buy	3,870 +110	+3%	+$3.52K	0.02%	174
2019 Q4	$121K	Hold	3,760	–	–	0.02%	156
2019 Q3	$122K	Hold	3,760	–	–	0.02%	149
2019 Q2	$112K	Buy	+3,760	New	+$110K	0.02%	139
2016 Q3	–	Sell	-4,200	Closed	-$110K	–	137
2016 Q2	$110K	Hold	4,200	–	–	0.02%	130
2016 Q1	$104K	Buy	+4,200	New	+$97K	0.02%	127
2015 Q3	–	Sell	-4,266	Closed	-$160K	–	135
2015 Q2	$160K	Sell	4,266 -5,854	-58%	-$128K	0.03%	121
2015 Q1	$225K	Sell	10,120 -7,160	-41%	-$165K	0.04%	115
2014 Q4	$408K	Sell	17,280 -2,800	-14%	-$63.4K	0.08%	86
2014 Q3	$423K	Sell	20,080 -6,704	-25%	-$142K	0.08%	86
2014 Q2	$593K	Sell	26,784 -36,960	-58%	-$786K	0.12%	74
2014 Q1	$1.32M	Sell	63,744 -2,490	-4%	-$49.1K	0.27%	49
2013 Q4	$1.26M	Sell	66,234 -57,830	-47%	-$1.11M	0.27%	50
2013 Q3	$2.32M	Sell	124,064 -27,796	-18%	-$530K	0.48%	35
2013 Q2	$2.86M	Buy	+151,860	New	+$2.98M	0.62%	29

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return