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 Q2	$426K	Sell	9,392 -300	-3%	-$13.6K	﹤0.01%	645
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 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

Fiduciary Trust's XLU Position: Q2 2026 in Review

Fiduciary Trust reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.1% in Q2 2026, selling an estimated $13.6K and leaving 9,392 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Fiduciary Trust first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $445K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Fiduciary Trust held 9,392 shares of State Street Utilities Select Sector SPDR ETF worth $426K as of Q2 2026.
Fiduciary Trust sold 300 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $13.6K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #645 holding.
Fiduciary Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Fiduciary Trust's State Street Utilities Select Sector SPDR ETF position peaked at $445K in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.