Finward Bancorp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Finward Bancorp’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 Q3	$888K	Buy	22,511 +100	+0.4%	+$4.35K	0.65%	35
2026 Q2	$1.02M	Buy	+22,411	New	+$1.02M	0.77%	34

Other funds holding XLU

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Finward Bancorp's XLU Position: Q3 2026 in Review

Finward Bancorp increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.45% in Q3 2026, buying an estimated $4.35K and bringing the position to 22,511 shares worth $888K. The position accounts for 0.65% of the portfolio, ranked #35.

Finward Bancorp first reported a position in XLU in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.02M in Q2 2026. 623 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Finward Bancorp held 22,511 shares of State Street Utilities Select Sector SPDR ETF worth $888K as of Q3 2026.
Finward Bancorp bought 100 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $4.35K.
State Street Utilities Select Sector SPDR ETF made up 0.65% of Finward Bancorp's portfolio in Q3 2026, its #35 holding.
Finward Bancorp first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
Finward Bancorp's State Street Utilities Select Sector SPDR ETF position peaked at $1.02M in Q2 2026.
623 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Finward Bancorp's 13F filing for Q3 2026, filed 14 Oct 2026.