Colonial Trust Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Colonial Trust Advisors's XLU Position: Q2 2026 in Review
Colonial Trust Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.6% in Q2 2026, selling an estimated $6.79K and leaving 1,420 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #342.
Colonial Trust Advisors first reported a position in XLU in Q4 2022 and has held it in 15 quarters since. The position peaked at $126K in Q1 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Colonial Trust Advisors held 1,420 shares of State Street Utilities Select Sector SPDR ETF worth $64.4K as of Q2 2026.
- Colonial Trust Advisors sold 150 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $6.79K.
- State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #342 holding.
- Colonial Trust Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
- Colonial Trust Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $126K in Q1 2024.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.