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Alan B. Lancz & Associates’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Alan B. Lancz & Associates’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 		$227K Hold
4,950
– – 0.22% 121
2025
Q4 		$211K Sell
4,950
-750
-13% -$33.2K 0.19% 127
2025
Q3 		$249K Buy
+5,700
New +$241K 0.22% 117
2025
Q2 		– Sell
-5,418
Closed -$214K – 133
2025
Q1 		$214K Buy
5,418
+8
+0.1% +$313 0.23% 114
2024
Q4 		$205K Buy
+5,410
New +$215K 0.21% 118

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

Alan B. Lancz & Associates's XLU Position: Q1 2026 in Review

Alan B. Lancz & Associates held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 4,950 shares worth $227K. The position accounts for 0.22% of the portfolio, ranked #121.

Alan B. Lancz & Associates first reported a position in XLU in Q4 2024 and has held it in 5 quarters since. The position peaked at $249K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Alan B. Lancz & Associates held 4,950 shares of State Street Utilities Select Sector SPDR ETF worth $227K as of Q1 2026.
  • Alan B. Lancz & Associates left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.22% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #121 holding.
  • Alan B. Lancz & Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
  • Alan B. Lancz & Associates's State Street Utilities Select Sector SPDR ETF position peaked at $249K 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 Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.