Evermay Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Evermay Wealth 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 Q1	$98.2K	Hold	2,140	–	–	0.01%	252
2025 Q4	$91.4K	Sell	2,140 -180	-8%	-$7.97K	0.01%	269
2025 Q3	$101K	Sell	2,320 -20	-0.9%	-$846	0.01%	263
2025 Q2	$95.5K	Sell	2,340 -50	-2%	-$1.99K	0.01%	272
2025 Q1	$94.2K	Hold	2,390	–	–	0.01%	267
2024 Q4	$90.5K	Sell	2,390 -120	-5%	-$4.76K	0.01%	263
2024 Q3	$101K	Hold	2,510	–	–	0.02%	267
2024 Q2	$85.5K	Sell	2,510 -690	-22%	-$23.7K	0.01%	282
2024 Q1	$105K	Hold	3,200	–	–	0.02%	275
2023 Q4	$101K	Hold	3,200	–	–	0.02%	258
2023 Q3	$94.3K	Buy	3,200 +690	+27%	+$22.2K	0.02%	244
2023 Q2	$82.1K	Hold	2,510	–	–	0.02%	258
2023 Q1	$85K	Buy	2,510 +20	+0.8%	+$678	0.02%	250
2022 Q4	$87.8K	Hold	2,490	–	–	0.02%	237
2022 Q3	$82K	Buy	2,490 +400	+19%	+$14.7K	0.02%	236
2022 Q2	$73K	Buy	2,090 +160	+8%	+$5.79K	0.01%	243
2022 Q1	$72K	Hold	1,930	–	–	0.01%	270
2021 Q4	$69K	Hold	1,930	–	–	0.01%	250
2021 Q3	$62K	Hold	1,930	–	–	0.01%	247
2021 Q2	$61K	Buy	+1,930	New	+$63.2K	0.01%	265

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

Evermay Wealth Management's XLU Position: Q1 2026 in Review

Evermay Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 2,140 shares worth $98.2K. The position accounts for 0.01% of the portfolio, ranked #252.

Evermay Wealth Management first reported a position in XLU in Q2 2021 and has held it in 20 quarters since. The position peaked at $105K in Q1 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Evermay Wealth Management held 2,140 shares of State Street Utilities Select Sector SPDR ETF worth $98.2K as of Q1 2026.
Evermay Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #252 holding.
Evermay Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $105K in Q1 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.