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First Citizens Bank & Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

First Citizens Bank & 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 		$241K Sell
5,319
-3,181
-37% -$144K ﹤0.01% 597
2026
Q1 		$390K Sell
8,500
-2,578
-23% -$116K 0.01% 496
2025
Q4 		$473K Sell
11,078
-1,350
-11% -$59.8K 0.01% 452
2025
Q3 		$542K Buy
12,428
+2,028
+20% +$85.8K 0.01% 417
2025
Q2 		$425K Sell
10,400
-800
-7% -$31.9K 0.01% 474
2025
Q1 		$442K Sell
11,200
-350
-3% -$13.7K 0.01% 322
2024
Q4 		$437K Sell
11,550
-1,000
-8% -$39.7K 0.01% 329
2024
Q3 		$507K Buy
12,550
+2,100
+20% +$77.9K 0.01% 320
2024
Q2 		$356K Hold
10,450
– – 0.01% 352
2024
Q1 		$343K Buy
+10,450
New +$326K 0.01% 357

Other funds holding XLU

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
TAM
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
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

First Citizens Bank & Trust's XLU Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 37% in Q2 2026, selling an estimated $144K and leaving 5,319 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

First Citizens Bank & Trust first reported a position in XLU in Q1 2024 and has held it in 10 quarters since. The position peaked at $542K in Q3 2025. 268 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • First Citizens Bank & Trust held 5,319 shares of State Street Utilities Select Sector SPDR ETF worth $241K as of Q2 2026.
  • First Citizens Bank & Trust sold 3,181 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $144K.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #597 holding.
  • First Citizens Bank & Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • First Citizens Bank & Trust's State Street Utilities Select Sector SPDR ETF position peaked at $542K in Q3 2025.
  • 268 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.