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

First International 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
2025 Q2	–	Sell	-5,258	Closed	-$207K	–	76
2025 Q1	$207K	Buy	+5,258	New	+$205K	0.07%	70
2024 Q4	–	Sell	-5,258	Closed	-$212K	–	75
2024 Q3	$212K	Buy	+5,258	New	+$195K	0.07%	71
2022 Q3	–	Sell	-6,520	Closed	-$229K	–	88
2022 Q2	$229K	Hold	6,520	–	–	0.08%	77
2022 Q1	$243K	Hold	6,520	–	–	0.08%	89
2021 Q4	$233K	Buy	+6,520	New	+$220K	0.08%	87

Other funds holding XLU

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First International Bank & Trust's XLU Position: Q2 2025 in Review

First International Bank & Trust sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 5,258 shares — an estimated $207K sold.

First International Bank & Trust first reported a position in XLU in Q4 2021 and held it in 5 quarters. The position peaked at $243K in Q1 2022. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

First International Bank & Trust reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
First International Bank & Trust sold 5,258 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $207K.
First International Bank & Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
First International Bank & Trust's State Street Utilities Select Sector SPDR ETF position peaked at $243K in Q1 2022.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on First International Bank & Trust's 13F filing for Q2 2025, filed 8 Jul 2025.