American National Bank & Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

American National Bank & Trust’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 Q3	$160K	Buy	4,050 +1,402	+53%	+$60.9K	0.01%	257
2026 Q2	$120K	Hold	2,648	–	–	0.01%	299
2026 Q1	$122K	Hold	2,648	–	–	0.01%	279
2025 Q4	$113K	Hold	2,648	–	–	0.01%	291
2025 Q3	$115K	Sell	2,648 -34	-1%	-$1.44K	0.01%	279
2025 Q2	$110K	Sell	2,682 -1,688	-39%	-$67.3K	0.01%	299
2025 Q1	$172K	Sell	4,370 -298	-6%	-$11.6K	0.02%	230
2024 Q4	$177K	Sell	4,668 -740	-14%	-$29.4K	0.02%	215
2024 Q3	$218K	Hold	5,408	–	–	0.03%	195
2024 Q2	$184K	Sell	5,408 -534	-9%	-$18.3K	0.02%	211
2024 Q1	$195K	Hold	5,942	–	–	0.03%	197
2023 Q4	$188K	Buy	+5,942	New	+$182K	0.03%	179
2021 Q3	–	Sell	-260	Closed	-$8K	–	332
2021 Q2	$8K	Buy	+260	New	+$8.51K	﹤0.01%	242

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

American National Bank & Trust's XLU Position: Q3 2026 in Review

American National Bank & Trust increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 53% in Q3 2026, buying an estimated $60.9K and bringing the position to 4,050 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #257.

American National Bank & Trust first reported a position in XLU in Q2 2021 and has held it in 13 quarters since. The position peaked at $218K in Q3 2024. 59 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

American National Bank & Trust held 4,050 shares of State Street Utilities Select Sector SPDR ETF worth $160K as of Q3 2026.
American National Bank & Trust bought 1,402 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $60.9K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of American National Bank & Trust's portfolio in Q3 2026, its #257 holding.
American National Bank & Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 13 quarters since.
American National Bank & Trust's State Street Utilities Select Sector SPDR ETF position peaked at $218K in Q3 2024.
59 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.