Crews Bank & Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Crews Bank & Trust’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	$1.99M	Sell	43,960 -845	-2%	-$38.3K	0.26%	60
2026 Q1	$2.06M	Sell	44,805 -865	-2%	-$38.8K	0.3%	52
2025 Q4	$1.95M	Sell	45,670 -2,372	-5%	-$105K	0.28%	55
2025 Q3	$2.09M	Sell	48,042 -522	-1%	-$22.1K	0.31%	53
2025 Q2	$1.98M	Sell	48,564 -1,770	-4%	-$70.5K	0.31%	51
2025 Q1	$1.98M	Sell	50,334 -640	-1%	-$25K	0.34%	51
2024 Q4	$1.93M	Buy	+50,974	New	+$2.02M	0.33%	48

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

Crews Bank & Trust's XLU Position: Q2 2026 in Review

Crews Bank & Trust reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.9% in Q2 2026, selling an estimated $38.3K and leaving 43,960 shares worth $1.99M. The position accounts for 0.26% of the portfolio, ranked #60.

Crews Bank & Trust first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.09M in Q3 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Crews Bank & Trust held 43,960 shares of State Street Utilities Select Sector SPDR ETF worth $1.99M as of Q2 2026.
Crews Bank & Trust sold 845 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $38.3K.
State Street Utilities Select Sector SPDR ETF made up 0.26% of Crews Bank & Trust's portfolio in Q2 2026, its #60 holding.
Crews Bank & Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's State Street Utilities Select Sector SPDR ETF position peaked at $2.09M in Q3 2025.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.