First Business Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

First Business Financial Services’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	$363K	Hold	7,904	–	–	0.03%	137
2025 Q4	$337K	Hold	7,904	–	–	0.03%	139
2025 Q3	$345K	Hold	7,904	–	–	0.03%	149
2025 Q2	$323K	Buy	7,904 +550	+7%	+$21.9K	0.03%	152
2025 Q1	$290K	Buy	+7,354	New	+$287K	0.03%	144
2015 Q4	–	Sell	-234,060	Closed	-$5.07M	–	82
2015 Q3	$5.07M	Buy	+234,060	New	+$5.04M	1.62%	9

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

First Business Financial Services's XLU Position: Q1 2026 in Review

First Business Financial Services held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 7,904 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #137.

First Business Financial Services first reported a position in XLU in Q3 2015 and has held it in 6 quarters since. The position peaked at $5.07M in Q3 2015. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

First Business Financial Services held 7,904 shares of State Street Utilities Select Sector SPDR ETF worth $363K as of Q1 2026.
First Business Financial Services left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of First Business Financial Services's portfolio in Q1 2026, its #137 holding.
First Business Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2015 and has held it in 6 quarters since.
First Business Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $5.07M in Q3 2015.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.