First Merchants Corp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

First Merchants Corp’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	$2.58M	Sell	56,845 -1,056	-2%	-$47.8K	0.09%	155
2026 Q1	$2.66M	Sell	57,901 -8,219	-12%	-$369K	0.1%	147
2025 Q4	$2.82M	Sell	66,120 -986	-1%	-$43.7K	0.1%	146
2025 Q3	$2.93M	Sell	67,106 -3,978	-6%	-$168K	0.11%	147
2025 Q2	$2.9M	Sell	71,084 -2,764	-4%	-$110K	0.11%	144
2025 Q1	$2.91M	Sell	73,848 -1,362	-2%	-$53.2K	0.12%	146
2024 Q4	$2.85M	Sell	75,210 -1,138	-1%	-$45.2K	0.11%	154
2024 Q3	$3.08M	Sell	76,348 -202	-0.3%	-$7.49K	0.12%	149
2024 Q2	$2.61M	Sell	76,550 -2,168	-3%	-$74.5K	0.1%	160
2024 Q1	$2.58M	Sell	78,718 -4,576	-5%	-$143K	0.19%	116
2023 Q4	$2.64M	Sell	83,294 -1,802	-2%	-$55.1K	0.22%	111
2023 Q3	$2.51M	Sell	85,096 -732	-0.9%	-$23.6K	0.22%	115
2023 Q2	$2.81M	Buy	85,828 +870	+1%	+$29.3K	0.24%	113
2023 Q1	$2.88M	Sell	84,958 -56	-0.1%	-$1.9K	0.26%	112
2022 Q4	$3M	Sell	85,014 -7,904	-9%	-$269K	0.27%	114
2022 Q3	$3.04M	Buy	92,918 +13,866	+18%	+$508K	0.3%	101
2022 Q2	$2.77M	Sell	79,052 -18,660	-19%	-$676K	0.27%	113
2022 Q1	$3.64M	Buy	97,712 +26	+0%	+$901	0.3%	106
2021 Q4	$3.5M	Buy	97,686 +2,098	+2%	+$70.8K	0.27%	109
2021 Q3	$3.05M	Sell	95,588 -1,354	-1%	-$45.3K	0.19%	116
2021 Q2	$3.06M	Sell	96,942 -18	-0%	-$589	0.2%	114
2021 Q1	$3.1M	Buy	96,960 +6,764	+7%	+$210K	0.21%	111
2020 Q4	$2.83M	Sell	90,196 -10,008	-10%	-$317K	0.19%	114
2020 Q3	$2.98M	Sell	100,204 -2,258	-2%	-$67K	0.23%	100
2020 Q2	$2.89M	Buy	102,462 +5,104	+5%	+$147K	0.24%	98
2020 Q1	$2.7M	Buy	97,358 +2,114	+2%	+$67.6K	0.35%	90
2019 Q4	$3.08M	Sell	95,244 -5,612	-6%	-$178K	0.32%	100
2019 Q3	$3.27M	Buy	+100,856	New	+$3.11M	0.35%	92

Other funds holding XLU

CTI

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

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 Merchants Corp's XLU Position: Q2 2026 in Review

First Merchants Corp reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.8% in Q2 2026, selling an estimated $47.8K and leaving 56,845 shares worth $2.58M. The position accounts for 0.09% of the portfolio, ranked #155.

First Merchants Corp first reported a position in XLU in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.64M in Q1 2022. 263 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

First Merchants Corp held 56,845 shares of State Street Utilities Select Sector SPDR ETF worth $2.58M as of Q2 2026.
First Merchants Corp sold 1,056 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $47.8K.
State Street Utilities Select Sector SPDR ETF made up 0.09% of First Merchants Corp's portfolio in Q2 2026, its #155 holding.
First Merchants Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
First Merchants Corp's State Street Utilities Select Sector SPDR ETF position peaked at $3.64M in Q1 2022.
263 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.