AmeriServ Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

AmeriServ Wealth Advisors’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	$890K	Sell	19,622 -5,070	-21%	-$230K	0.59%	16
2026 Q1	$1.13M	Sell	24,692 -2,116	-8%	-$94.9K	0.72%	16
2025 Q4	$1.14M	Sell	26,808 -1,554	-5%	-$68.8K	0.67%	19
2025 Q3	$1.24M	Sell	28,362 -378	-1%	-$16K	0.62%	18
2025 Q2	$1.17M	Sell	28,740 -87,058	-75%	-$3.47M	0.58%	23
2025 Q1	$4.57M	Buy	115,798 +1,598	+1%	+$62.4K	2.64%	7
2024 Q4	$4.32M	Buy	+114,200	New	+$4.53M	2.33%	10
2023 Q3	$1.74M	Buy	+58,954	New	+$1.9M	3.21%	7

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

AmeriServ Wealth Advisors's XLU Position: Q2 2026 in Review

AmeriServ Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 21% in Q2 2026, selling an estimated $230K and leaving 19,622 shares worth $890K. The position accounts for 0.59% of the portfolio, ranked #16.

AmeriServ Wealth Advisors first reported a position in XLU in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.57M in Q1 2025. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

AmeriServ Wealth Advisors held 19,622 shares of State Street Utilities Select Sector SPDR ETF worth $890K as of Q2 2026.
AmeriServ Wealth Advisors sold 5,070 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $230K.
State Street Utilities Select Sector SPDR ETF made up 0.59% of AmeriServ Wealth Advisors's portfolio in Q2 2026, its #16 holding.
AmeriServ Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and has held it in 8 quarters since.
AmeriServ Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $4.57M in Q1 2025.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.