Farmers Trust Company’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Farmers Trust Company’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	$787K	Sell	17,158 -1,570	-8%	-$70.4K	0.12%	107
2025 Q4	$799K	Sell	18,728 -572	-3%	-$25.3K	0.13%	104
2025 Q3	$842K	Sell	19,300 -1,200	-6%	-$50.8K	0.15%	101
2025 Q2	$837K	Sell	20,500 -10,382	-34%	-$414K	0.16%	98
2025 Q1	$1.22M	Sell	30,882 -72	-0.2%	-$2.81K	0.23%	83
2024 Q4	$1.17M	Sell	30,954 -952	-3%	-$37.8K	0.22%	86
2024 Q3	$1.29M	Buy	31,906 +7,070	+28%	+$262K	0.24%	81
2024 Q2	$846K	Buy	24,836 +808	+3%	+$27.8K	0.17%	87
2024 Q1	$789K	Buy	24,028 +430	+2%	+$13.4K	0.16%	90
2023 Q4	$747K	Sell	23,598 -130	-0.5%	-$3.98K	0.16%	88
2023 Q3	$699K	Sell	23,728 -4,802	-17%	-$155K	0.16%	86
2023 Q2	$934K	Sell	28,530 -274	-1%	-$9.22K	0.2%	82
2023 Q1	$975K	Sell	28,804 -378	-1%	-$12.8K	0.22%	82
2022 Q4	$1.03M	Buy	29,182 +6,406	+28%	+$218K	0.23%	82
2022 Q3	$746K	Sell	22,776 -10,782	-32%	-$395K	0.19%	85
2022 Q2	$1.18M	Sell	33,558 -124,752	-79%	-$4.52M	0.28%	78
2022 Q1	$5.89M	Sell	158,310 -718	-0.5%	-$24.9K	1.27%	23
2021 Q4	$5.69M	Sell	159,028 -2,486	-2%	-$83.9K	1.17%	30
2021 Q3	$5.16M	Buy	161,514 +31,586	+24%	+$1.06M	1.15%	29
2021 Q2	$4.11M	Buy	129,928 +113,614	+696%	+$3.72M	0.91%	45
2021 Q1	$523K	Sell	16,314 -486	-3%	-$15.1K	0.12%	96
2020 Q4	$526K	Sell	16,800 -100	-0.6%	-$3.16K	0.13%	99
2020 Q3	$501K	Buy	16,900 +352	+2%	+$10.4K	0.14%	96
2020 Q2	$467K	Buy	16,548 +2,956	+22%	+$85.2K	0.13%	97
2020 Q1	$376K	Sell	13,592 -98,672	-88%	-$3.16M	0.13%	106
2019 Q4	$3.63M	Buy	112,264 +1,388	+1%	+$44.1K	0.96%	42
2019 Q3	$3.59M	Buy	110,876 +2,824	+3%	+$87.1K	0.99%	38
2019 Q2	$3.22M	Buy	108,052 +1,202	+1%	+$35.3K	0.91%	48
2019 Q1	$3.11M	Buy	106,850 +39,532	+59%	+$1.1M	0.88%	46
2018 Q4	$1.78M	Buy	67,318 +456	+0.7%	+$12.4K	0.56%	62
2018 Q3	$1.76M	Buy	+66,862	New	+$1.78M	0.5%	64

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

Farmers Trust Company's XLU Position: Q1 2026 in Review

Farmers Trust Company reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.4% in Q1 2026, selling an estimated $70.4K and leaving 17,158 shares worth $787K. The position accounts for 0.12% of the portfolio, ranked #107.

Farmers Trust Company first reported a position in XLU in Q3 2018 and has held it in 31 quarters since. The position peaked at $5.89M in Q1 2022. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Farmers Trust Company held 17,158 shares of State Street Utilities Select Sector SPDR ETF worth $787K as of Q1 2026.
Farmers Trust Company sold 1,570 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $70.4K.
State Street Utilities Select Sector SPDR ETF made up 0.12% of Farmers Trust Company's portfolio in Q1 2026, its #107 holding.
Farmers Trust Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2018 and has held it in 31 quarters since.
Farmers Trust Company's State Street Utilities Select Sector SPDR ETF position peaked at $5.89M in Q1 2022.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Farmers Trust Company's 13F filing for Q1 2026, filed 7 Apr 2026.