Fifth Third Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Fifth Third Wealth Advisors’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	$1.06M	Buy	23,339 +4,056	+21%	+$184K	0.03%	292
2026 Q1	$885K	Sell	19,283 -12,029	-38%	-$540K	0.03%	292
2025 Q4	$1.34M	Buy	31,312 +1,464	+5%	+$64.8K	0.05%	220
2025 Q3	$1.3M	Buy	29,848 +50	+0.2%	+$2.12K	0.05%	211
2025 Q2	$1.22M	Buy	29,798 +15,306	+106%	+$610K	0.05%	217
2025 Q1	$571K	Buy	14,492 +1,430	+11%	+$55.9K	0.03%	302
2024 Q4	$494K	Buy	13,062 +3,056	+31%	+$121K	0.03%	335
2024 Q3	$404K	Buy	+10,006	New	+$371K	0.02%	366

Other funds holding XLU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Fifth Third Wealth Advisors's XLU Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 21% in Q2 2026, buying an estimated $184K and bringing the position to 23,339 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #292.

Fifth Third Wealth Advisors first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.34M in Q4 2025. 359 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Fifth Third Wealth Advisors held 23,339 shares of State Street Utilities Select Sector SPDR ETF worth $1.06M as of Q2 2026.
Fifth Third Wealth Advisors bought 4,056 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $184K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #292 holding.
Fifth Third Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Fifth Third Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.34M in Q4 2025.
359 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.