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

Fiduciary 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 		$445K Hold
9,692
– – 0.01% 604
2025
Q4 		$414K Sell
9,692
-150
-2% -$6.64K ﹤0.01% 624
2025
Q3 		$429K Sell
9,842
-130
-1% -$5.5K ﹤0.01% 596
2025
Q2 		$407K Sell
9,972
-700
-7% -$27.9K 0.01% 582
2025
Q1 		$421K Buy
10,672
+830
+8% +$32.4K 0.01% 560
2024
Q4 		$372K Buy
9,842
+92
+0.9% +$3.65K ﹤0.01% 530
2024
Q3 		$394K Buy
+9,750
New +$362K 0.01% 514

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fiduciary Trust's XLU Position: Q1 2026 in Review

Fiduciary Trust held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 9,692 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #604.

Fiduciary Trust first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Fiduciary Trust held 9,692 shares of State Street Utilities Select Sector SPDR ETF worth $445K as of Q1 2026.
  • Fiduciary Trust 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 Fiduciary Trust's portfolio in Q1 2026, its #604 holding.
  • Fiduciary Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.