Brown, Lisle/Cummings’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Brown, Lisle/Cummings’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	$64.1K	Buy	1,414 +214	+18%	+$9.69K	0.01%	352
2026 Q1	$55.1K	Hold	1,200	–	–	0.01%	344
2025 Q4	$51.2K	Hold	1,200	–	–	0.01%	344
2025 Q3	$52.3K	Hold	1,200	–	–	0.01%	336
2025 Q2	$49K	Hold	1,200	–	–	0.01%	337
2025 Q1	$47.3K	Hold	1,200	–	–	0.01%	335
2024 Q4	$45.4K	Buy	+1,200	New	+$47.6K	0.01%	345

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 22.9% 1-Year Est. Return

Brown, Lisle/Cummings's XLU Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 18% in Q2 2026, buying an estimated $9.69K and bringing the position to 1,414 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #352.

Brown, Lisle/Cummings first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Brown, Lisle/Cummings held 1,414 shares of State Street Utilities Select Sector SPDR ETF worth $64.1K as of Q2 2026.
Brown, Lisle/Cummings bought 214 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $9.69K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #352 holding.
Brown, Lisle/Cummings first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.