Braun Stacey Associates’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Braun Stacey Associates’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	$287K	Hold	6,252	–	–	0.01%	106
2025 Q4	$267K	Hold	6,252	–	–	0.01%	108
2025 Q3	$273K	Hold	6,252	–	–	0.01%	110
2025 Q2	$255K	Sell	6,252 -120	-2%	-$4.78K	0.01%	110
2025 Q1	$251K	Hold	6,372	–	–	0.01%	114
2024 Q4	$241K	Hold	6,372	–	–	0.01%	113
2024 Q3	$257K	Buy	6,372 +46	+0.7%	+$1.71K	0.01%	112
2024 Q2	$216K	Buy	6,326 +30	+0.5%	+$1.03K	0.01%	117
2024 Q1	$207K	Sell	6,296 -50	-0.8%	-$1.56K	0.01%	113
2023 Q4	$201K	Buy	+6,346	New	+$194K	0.01%	115
2023 Q3	–	Sell	-6,206	Closed	-$203K	–	131
2023 Q2	$203K	Sell	6,206 -6,006	-49%	-$202K	0.01%	123
2023 Q1	$413K	Buy	12,212 +6,268	+105%	+$212K	0.01%	126
2022 Q4	$210K	Buy	+5,944	New	+$202K	0.01%	116
2022 Q3	–	Sell	-5,776	Closed	-$203K	–	144
2022 Q2	$203K	Buy	5,776 +268	+5%	+$9.7K	0.01%	129
2022 Q1	$205K	Buy	+5,508	New	+$191K	0.01%	131

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

Braun Stacey Associates's XLU Position: Q1 2026 in Review

Braun Stacey Associates held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 6,252 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #106.

Braun Stacey Associates first reported a position in XLU in Q1 2022 and has held it in 15 quarters since. The position peaked at $413K in Q1 2023. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Braun Stacey Associates held 6,252 shares of State Street Utilities Select Sector SPDR ETF worth $287K as of Q1 2026.
Braun Stacey Associates left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Braun Stacey Associates's portfolio in Q1 2026, its #106 holding.
Braun Stacey Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
Braun Stacey Associates's State Street Utilities Select Sector SPDR ETF position peaked at $413K in Q1 2023.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.