Atlantic Union Bankshares’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Atlantic Union Bankshares’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 Q1	$15.3M	Buy	332,924 +160,138	+93%	+$7.18M	0.29%	76
2025 Q4	$7.38M	Buy	172,786 +7,064	+4%	+$313K	0.14%	143
2025 Q3	$7.23M	Buy	165,722 +14,700	+10%	+$622K	0.14%	149
2025 Q2	$6.17M	Buy	+151,022	New	+$6.02M	0.14%	143
2024 Q4	–	Sell	-5,042	Closed	-$204K	–	328
2024 Q3	$204K	Sell	5,042 -1,464	-23%	-$54.3K	0.01%	318
2024 Q2	$222K	Sell	6,506 -326	-5%	-$11.2K	0.01%	299
2024 Q1	$224K	Sell	6,832 -9,116	-57%	-$285K	0.02%	264
2023 Q4	$505K	Sell	15,948 -9,522	-37%	-$291K	0.05%	210
2023 Q3	$750K	Sell	25,470 -10,538	-29%	-$340K	0.08%	186
2023 Q2	$1.18M	Sell	36,008 -126,376	-78%	-$4.25M	0.12%	153
2023 Q1	$5.5M	Sell	162,384 -69,574	-30%	-$2.36M	0.57%	57
2022 Q4	$8.18M	Sell	231,958 -38,378	-14%	-$1.3M	0.88%	30
2022 Q3	$8.86M	Buy	270,336 +4,718	+2%	+$173K	1.02%	25
2022 Q2	$9.31M	Sell	265,618 -7,892	-3%	-$286K	0.95%	29
2022 Q1	$10.2M	Buy	273,510 +18,152	+7%	+$629K	0.89%	28
2021 Q4	$9.14M	Sell	255,358 -15,084	-6%	-$509K	0.77%	36
2021 Q3	$8.64M	Sell	270,442 -392	-0.1%	-$13.1K	0.81%	35
2021 Q2	$8.56M	Sell	270,834 -2,718	-1%	-$89K	0.83%	36
2021 Q1	$8.76M	Buy	273,552 +12,262	+5%	+$380K	0.89%	30
2020 Q4	$8.19M	Buy	261,290 +175,706	+205%	+$5.56M	0.85%	29
2020 Q3	$2.54M	Buy	+85,584	New	+$2.54M	0.3%	81

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Atlantic Union Bankshares's XLU Position: Q1 2026 in Review

Atlantic Union Bankshares increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 93% in Q1 2026, buying an estimated $7.18M and bringing the position to 332,924 shares worth $15.3M. The position accounts for 0.29% of the portfolio, ranked #76.

Atlantic Union Bankshares first reported a position in XLU in Q3 2020 and has held it in 21 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Atlantic Union Bankshares held 332,924 shares of State Street Utilities Select Sector SPDR ETF worth $15.3M as of Q1 2026.
Atlantic Union Bankshares bought 160,138 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $7.18M.
State Street Utilities Select Sector SPDR ETF made up 0.29% of Atlantic Union Bankshares's portfolio in Q1 2026, its #76 holding.
Atlantic Union Bankshares first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 21 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.