Aspiriant LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Aspiriant LLC’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	$254K	Sell	5,594 -806	-13%	-$36.5K	0.01%	345
2026 Q1	$294K	Sell	6,400 -577	-8%	-$25.9K	0.01%	280
2025 Q4	$298K	Buy	6,977 +627	+10%	+$27.8K	0.01%	281
2025 Q3	$277K	Hold	6,350	–	–	0.01%	262
2025 Q2	$259K	Sell	6,350 -12	-0.2%	-$478	0.01%	274
2025 Q1	$251K	Buy	6,362 +562	+10%	+$22K	0.01%	257
2024 Q4	$220K	Hold	5,800	–	–	0.01%	270
2024 Q3	$234K	Buy	+5,800	New	+$215K	0.01%	261
2023 Q1	–	Sell	-6,114	Closed	-$216K	–	296
2022 Q4	$216K	Sell	6,114 -13,550	-69%	-$461K	0.01%	251
2022 Q3	$644K	Buy	19,664 +13,550	+222%	+$497K	0.03%	153
2022 Q2	$214K	Sell	6,114 -306	-5%	-$11.1K	0.01%	257
2022 Q1	$239K	Buy	6,420 +550	+9%	+$19.1K	0.01%	250
2021 Q4	$211K	Buy	+5,870	New	+$198K	0.01%	265
2019 Q4	–	Sell	-6,204	Closed	-$200K	–	213
2019 Q3	$200K	Sell	6,204 -596	-9%	-$18.4K	0.02%	210
2019 Q2	$203K	Buy	+6,800	New	+$200K	0.02%	220

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

Aspiriant LLC's XLU Position: Q2 2026 in Review

Aspiriant LLC reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 13% in Q2 2026, selling an estimated $36.5K and leaving 5,594 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #345.

Aspiriant LLC first reported a position in XLU in Q2 2019 and has held it in 15 quarters since. The position peaked at $644K in Q3 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Aspiriant LLC held 5,594 shares of State Street Utilities Select Sector SPDR ETF worth $254K as of Q2 2026.
Aspiriant LLC sold 806 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $36.5K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #345 holding.
Aspiriant LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 15 quarters since.
Aspiriant LLC's State Street Utilities Select Sector SPDR ETF position peaked at $644K in Q3 2022.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.