American Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
American Trust's XLU Position: Q1 2026 in Review
American Trust reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.8% in Q1 2026, selling an estimated $39.8K and leaving 9,231 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #177.
American Trust first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. The position peaked at $544K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- American Trust held 9,231 shares of State Street Utilities Select Sector SPDR ETF worth $424K as of Q1 2026.
- American Trust sold 887 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $39.8K.
- State Street Utilities Select Sector SPDR ETF made up 0.04% of American Trust's portfolio in Q1 2026, its #177 holding.
- American Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
- American Trust's State Street Utilities Select Sector SPDR ETF position peaked at $544K in Q3 2025.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.