Byrne Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Byrne Asset Management’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 Q3	$48.2K	Sell	1,214 -10	-0.8%	-$435	0.03%	285
2026 Q2	$55.5K	Hold	1,224	–	–	0.03%	284
2026 Q1	$56.2K	Buy	1,224 +20	+2%	+$897	0.03%	271
2025 Q4	$51.4K	Buy	1,204 +54	+5%	+$2.39K	0.03%	274
2025 Q3	$50.1K	Buy	1,150 +8	+0.7%	+$338	0.03%	233
2025 Q2	$46.6K	Buy	1,142 +154	+16%	+$6.14K	0.03%	245
2025 Q1	$39K	Buy	988 +152	+18%	+$5.94K	0.03%	259
2024 Q4	$31.6K	Buy	836 +28	+3%	+$1.11K	0.02%	234
2024 Q3	$32.6K	Buy	808 +2	+0.2%	+$74	0.02%	240
2024 Q2	$27.8K	Sell	806 -50	-6%	-$1.72K	0.02%	256
2024 Q1	$28.1K	Buy	856 +64	+8%	+$2K	0.02%	256
2023 Q4	$24.9K	Sell	792 -30	-4%	-$917	0.02%	260
2023 Q3	$24K	Buy	822 +52	+7%	+$1.68K	0.02%	255
2023 Q2	$25K	Sell	770 -10	-1%	-$337	0.02%	305
2023 Q1	$26K	Buy	780 +20	+3%	+$678	0.02%	285
2022 Q4	$26.8K	Sell	760 -20	-3%	-$680	0.02%	287
2022 Q3	$26K	Buy	780 +2	+0.3%	+$73	0.02%	266
2022 Q2	$27K	Sell	778 -34	-4%	-$1.23K	0.02%	242
2022 Q1	$30K	Buy	812 +54	+7%	+$1.87K	0.02%	261
2021 Q4	$27K	Buy	+758	New	+$25.6K	0.02%	261

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Byrne Asset Management's XLU Position: Q3 2026 in Review

Byrne Asset Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.82% in Q3 2026, selling an estimated $435 and leaving 1,214 shares worth $48.2K. The position accounts for 0.03% of the portfolio, ranked #285.

Byrne Asset Management first reported a position in XLU in Q4 2021 and has held it in 20 quarters since. The position peaked at $56.2K in Q1 2026. 77 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Byrne Asset Management held 1,214 shares of State Street Utilities Select Sector SPDR ETF worth $48.2K as of Q3 2026.
Byrne Asset Management sold 10 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $435.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Byrne Asset Management's portfolio in Q3 2026, its #285 holding.
Byrne Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 20 quarters since.
Byrne Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $56.2K in Q1 2026.
77 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.