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

Family 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 Q2	$1.45K	Hold	32	–	–	﹤0.01%	323
2026 Q1	$1.47K	Hold	32	–	–	﹤0.01%	304
2025 Q4	$1.37K	Hold	32	–	–	﹤0.01%	283
2025 Q3	$1.4K	Hold	32	–	–	﹤0.01%	257
2025 Q2	$1.31K	Hold	32	–	–	﹤0.01%	229
2025 Q1	$1.26K	Hold	32	–	–	﹤0.01%	215
2024 Q4	$1.21K	Buy	+32	New	+$1.27K	﹤0.01%	196

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

Family Management's XLU Position: Q2 2026 in Review

Family Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 32 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Family Management first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47K in Q1 2026. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Family Management held 32 shares of State Street Utilities Select Sector SPDR ETF worth $1.45K as of Q2 2026.
Family Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Family Management's portfolio in Q2 2026, its #323 holding.
Family Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Family Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.47K in Q1 2026.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.