Dorsey & Whitney Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Dorsey & Whitney 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 Q1	$1.25M	Buy	+27,204	New	+$1.22M	0.07%	245
2018 Q4	–	Sell	-23,886	Closed	-$629K	–	436
2018 Q3	$629K	Buy	23,886 +5,508	+30%	+$146K	0.1%	169
2018 Q2	$477K	Buy	+18,378	New	+$462K	0.08%	189
2013 Q4	–	Sell	-20,524	Closed	-$383K	–	270
2013 Q3	$383K	Hold	20,524	–	–	0.11%	150
2013 Q2	$386K	Buy	+20,524	New	+$402K	0.13%	137

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Dorsey & Whitney Trust's XLU Position: Q1 2026 in Review

Dorsey & Whitney Trust opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 27,204 shares worth $1.25M. The stake represents 0.07% of the portfolio and ranks #245 among its holdings. This is a return to the name: Dorsey & Whitney Trust previously reported a position in XLU as recently as Q3 2018.

Dorsey & Whitney Trust first reported a position in XLU in Q2 2013 and has held it in 5 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Dorsey & Whitney Trust held 27,204 shares of State Street Utilities Select Sector SPDR ETF worth $1.25M as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new Dorsey & Whitney Trust position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.07% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #245 holding.
Dorsey & Whitney Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 5 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.