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 Q2	$1.02M	Buy	+22,411	New	+$1.02M	0.77%	34

Other funds holding XLU

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

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

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

Foguth Wealth Management Brighton, Michigan $879M AUM

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

Wealth Enhancement Advisory Services

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

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

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

Finward Bancorp's XLU Position: Q2 2026 in Review

Finward Bancorp opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 22,411 shares worth $1.02M. The stake represents 0.77% of the portfolio and ranks #34 among its holdings.

359 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Finward Bancorp held 22,411 shares of State Street Utilities Select Sector SPDR ETF worth $1.02M as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Finward Bancorp position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.77% of Finward Bancorp's portfolio in Q2 2026, its #34 holding.
359 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Finward Bancorp's 13F filing for Q2 2026, filed 16 Jul 2026.