First Interstate Bank’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

First Interstate Bank’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	$7.97M	Sell	173,785 -5,793	-3%	-$260K	0.45%	28
2025 Q4	$7.67M	Sell	179,578 -3,756	-2%	-$166K	0.41%	32
2025 Q3	$7.99M	Sell	183,334 -2,930	-2%	-$124K	0.44%	31
2025 Q2	$7.61M	Sell	186,264 -3,440	-2%	-$137K	0.45%	31
2025 Q1	$7.48M	Sell	189,704 -12,634	-6%	-$494K	0.45%	33
2024 Q4	$7.66M	Sell	202,338 -4,514	-2%	-$179K	0.46%	34
2024 Q3	$8.35M	Buy	206,852 +3,608	+2%	+$134K	0.51%	28
2024 Q2	$6.92M	Sell	203,244 -826	-0.4%	-$28.4K	0.46%	33
2024 Q1	$6.7M	Buy	204,070 +84,622	+71%	+$2.64M	0.46%	33
2023 Q4	$3.78M	Sell	119,448 -1,752	-1%	-$53.6K	0.28%	48
2023 Q3	$3.57M	Sell	121,200 -6,360	-5%	-$205K	0.31%	47
2023 Q2	$4.17M	Sell	127,560 -3,994	-3%	-$134K	0.34%	45
2023 Q1	$4.45M	Sell	131,554 -2,450	-2%	-$83K	0.34%	45
2022 Q4	$4.72M	Sell	134,004 -1,564	-1%	-$53.2K	0.35%	43
2022 Q3	$4.44M	Buy	135,568 +366	+0.3%	+$13.4K	0.36%	42
2022 Q2	$4.74M	Sell	135,202 -1,320	-1%	-$47.8K	0.36%	44
2022 Q1	$5.08M	Buy	136,522 +3,498	+3%	+$121K	0.48%	45
2021 Q4	$4.76M	Buy	133,024 +49,842	+60%	+$1.68M	0.46%	37
2021 Q3	$2.66M	Sell	83,182 -522	-0.6%	-$17.4K	0.27%	56
2021 Q2	$2.65M	Buy	+83,704	New	+$2.74M	0.28%	56
2020 Q4	$2.68M	Buy	85,400 +40,816	+92%	+$1.29M	0.36%	47
2020 Q3	$1.32M	Sell	44,584 -910	-2%	-$27K	0.2%	54
2020 Q2	$1.28M	Buy	45,494 +1,092	+2%	+$31.5K	0.18%	70
2020 Q1	$1.23M	Buy	44,402 +38,762	+687%	+$1.24M	0.31%	61
2019 Q4	$182K	Sell	5,640 -2,944	-34%	-$93.5K	0.04%	169
2019 Q3	$278K	Sell	8,584 -238	-3%	-$7.34K	0.06%	150
2019 Q2	$263K	Sell	8,822 -850	-9%	-$25K	0.06%	156
2019 Q1	$281K	Sell	9,672 -616	-6%	-$17.1K	0.06%	150
2018 Q4	$272K	Buy	10,288 +930	+10%	+$25.3K	0.07%	143
2018 Q3	$246K	Sell	9,358 -1,432	-13%	-$38.1K	0.05%	161
2018 Q2	$280K	Buy	10,790 +5,510	+104%	+$139K	0.06%	149
2018 Q1	$133K	Buy	5,280 +1,000	+23%	+$25K	0.03%	234
2017 Q4	$113K	Hold	4,280	–	–	0.02%	264
2017 Q3	$114K	Buy	4,280 +2,280	+114%	+$61.2K	0.02%	261
2017 Q2	$52K	Hold	2,000	–	–	0.01%	343
2017 Q1	$51K	Hold	2,000	–	–	0.01%	345
2016 Q4	$49K	Hold	2,000	–	–	0.01%	350
2016 Q3	$49K	Hold	2,000	–	–	0.01%	362
2016 Q2	$52K	Hold	2,000	–	–	0.01%	343
2016 Q1	$50K	Hold	2,000	–	–	0.01%	355
2015 Q4	$43K	Hold	2,000	–	–	0.01%	387
2015 Q3	$43K	Buy	+2,000	New	+$43.1K	0.01%	393

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 Interstate Bank's XLU Position: Q1 2026 in Review

First Interstate Bank reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.2% in Q1 2026, selling an estimated $260K and leaving 173,785 shares worth $7.97M. The position accounts for 0.45% of the portfolio, ranked #28.

First Interstate Bank first reported a position in XLU in Q3 2015 and has held it in 42 quarters since. The position peaked at $8.35M in Q3 2024. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

First Interstate Bank held 173,785 shares of State Street Utilities Select Sector SPDR ETF worth $7.97M as of Q1 2026.
First Interstate Bank sold 5,793 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $260K.
State Street Utilities Select Sector SPDR ETF made up 0.45% of First Interstate Bank's portfolio in Q1 2026, its #28 holding.
First Interstate Bank first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2015 and has held it in 42 quarters since.
First Interstate Bank's State Street Utilities Select Sector SPDR ETF position peaked at $8.35M in Q3 2024.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on First Interstate Bank's 13F filing for Q1 2026, filed 29 Apr 2026.