Colony Family Offices’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Colony Family Offices’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	$594K	Hold	13,100	–	–	0.13%	41
2026 Q1	$601K	Hold	13,100	–	–	0.15%	39
2025 Q4	$559K	Hold	13,100	–	–	0.14%	41
2025 Q3	$571K	Hold	13,100	–	–	0.15%	42
2025 Q2	$535K	Hold	13,100	–	–	0.14%	41
2025 Q1	$516K	Buy	13,100 +1,348	+11%	+$52.7K	0.16%	40
2024 Q4	$445K	Hold	11,752	–	–	0.14%	46
2024 Q3	$475K	Hold	11,752	–	–	0.15%	41
2024 Q2	$400K	Hold	11,752	–	–	0.13%	48
2024 Q1	$386K	Hold	11,752	–	–	0.12%	51
2023 Q4	$372K	Buy	+11,752	New	+$359K	0.13%	52

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 22.96% 1-Year Est. Return

Colony Family Offices's XLU Position: Q2 2026 in Review

Colony Family Offices held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 13,100 shares worth $594K. The position accounts for 0.13% of the portfolio, ranked #41.

Colony Family Offices first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $601K in Q1 2026. 1,572 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Colony Family Offices held 13,100 shares of State Street Utilities Select Sector SPDR ETF worth $594K as of Q2 2026.
Colony Family Offices left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.13% of Colony Family Offices's portfolio in Q2 2026, its #41 holding.
Colony Family Offices first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Colony Family Offices's State Street Utilities Select Sector SPDR ETF position peaked at $601K in Q1 2026.
1,572 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.