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 Q2	$224K	Hold	4,950	–	–	0.2%	127
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 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 22.96% 1-Year Est. Return

Alan B. Lancz & Associates's XLU Position: Q2 2026 in Review

Alan B. Lancz & Associates held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 4,950 shares worth $224K. The position accounts for 0.2% of the portfolio, ranked #127.

Alan B. Lancz & Associates first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $249K in Q3 2025. 1,581 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Alan B. Lancz & Associates held 4,950 shares of State Street Utilities Select Sector SPDR ETF worth $224K as of Q2 2026.
Alan B. Lancz & Associates left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.2% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #127 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 6 quarters since.
Alan B. Lancz & Associates's State Street Utilities Select Sector SPDR ETF position peaked at $249K in Q3 2025.
1,581 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.