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

First United 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 		$324K Buy
7,152
+498
+7% +$22.6K 0.09% 131
2026
Q1 		$305K Sell
6,654
-1,211
-15% -$54.3K 0.1% 122
2025
Q4 		$336K Sell
7,865
-59
-0.7% -$2.61K 0.11% 123
2025
Q3 		$346K Sell
7,924
-586
-7% -$24.8K 0.11% 123
2025
Q2 		$347K Buy
8,510
+958
+13% +$38.2K 0.12% 119
2025
Q1 		$298K Buy
7,552
+398
+6% +$15.6K 0.11% 124
2024
Q4 		$271K Sell
7,154
-752
-10% -$29.8K 0.1% 129
2024
Q3 		$319K Sell
7,906
-22
-0.3% -$816 0.11% 125
2024
Q2 		$270K Sell
7,928
-186
-2% -$6.39K 0.1% 134
2024
Q1 		$266K Sell
8,114
-1,180
-13% -$36.8K 0.1% 135
2023
Q4 		$294K Sell
9,294
-590
-6% -$18K 0.12% 123
2023
Q3 		$291K Sell
9,884
-726
-7% -$23.4K 0.14% 118
2023
Q2 		$347K Sell
10,610
-220
-2% -$7.41K 0.15% 116
2023
Q1 		$367K Sell
10,830
-210
-2% -$7.12K 0.17% 113
2022
Q4 		$389K Sell
11,040
-970
-8% -$33K 0.19% 108
2022
Q3 		$393K Sell
12,010
-1,280
-10% -$46.9K 0.2% 107
2022
Q2 		$466K Buy
13,290
+1,310
+11% +$47.4K 0.21% 104
2022
Q1 		$446K Buy
11,980
+320
+3% +$11.1K 0.18% 113
2021
Q4 		$417K Buy
11,660
+380
+3% +$12.8K 0.15% 117
2021
Q3 		$360K Sell
11,280
-20
-0.2% -$668 0.15% 120
2021
Q2 		$357K Buy
11,300
+1,130
+11% +$37K 0.15% 120
2021
Q1 		$326K Sell
10,170
-840
-8% -$26.1K 0.14% 118
2020
Q4 		$345K Sell
11,010
-1,670
-13% -$52.8K 0.17% 104
2020
Q3 		$376K Sell
12,680
-2,790
-18% -$82.8K 0.21% 94
2020
Q2 		$436K Sell
15,470
-1,570
-9% -$45.3K 0.26% 91
2020
Q1 		$472K Buy
17,040
+4,150
+32% +$133K 0.34% 82
2019
Q4 		$416K Buy
12,890
+10
+0.1% +$318 0.24% 98
2019
Q3 		$417K Sell
12,880
-2,570
-17% -$79.3K 0.26% 94
2019
Q2 		$461K Buy
15,450
+110
+0.7% +$3.23K 0.27% 94
2019
Q1 		$446K Buy
15,340
+2,120
+16% +$58.9K 0.28% 89
2018
Q4 		$350K Buy
13,220
+530
+4% +$14.4K 0.25% 93
2018
Q3 		$334K Sell
12,690
-140
-1% -$3.72K 0.21% 100
2018
Q2 		$333K Sell
12,830
-140
-1% -$3.52K 0.22% 94
2018
Q1 		$328K Sell
12,970
-180
-1% -$4.49K 0.22% 90
2017
Q4 		$346K Sell
13,150
-210
-2% -$5.76K 0.23% 91
2017
Q3 		$354K Sell
13,360
-150
-1% -$4.03K 0.24% 92
2017
Q2 		$351K Sell
13,510
-490
-4% -$12.9K 0.24% 91
2017
Q1 		$359K Sell
14,000
-490
-3% -$12.2K 0.25% 91
2016
Q4 		$352K Sell
14,490
-650
-4% -$15.5K 0.27% 91
2016
Q3 		$371K Sell
15,140
-220
-1% -$5.58K 0.31% 75
2016
Q2 		$403K Sell
15,360
-540
-3% -$13.3K 0.35% 74
2016
Q1 		$394K Sell
15,900
-590
-4% -$13.6K 0.36% 70
2015
Q4 		$357K Sell
16,490
-230
-1% -$4.98K 0.32% 78
2015
Q3 		$362K Sell
16,720
-1,110
-6% -$23.9K 0.35% 77
2015
Q2 		$369K Sell
17,830
-1,080
-6% -$23.6K 0.34% 77
2015
Q1 		$420K Sell
18,910
-1,266
-6% -$29.2K 0.38% 75
2014
Q4 		$476K Sell
20,176
-680
-3% -$15.4K 0.46% 66
2014
Q3 		$439K Sell
20,856
-250
-1% -$5.3K 0.45% 69
2014
Q2 		$467K Buy
21,106
+720
+4% +$15.3K 0.49% 68
2014
Q1 		$422K Buy
20,386
+1,260
+7% +$24.8K 0.45% 70
2013
Q4 		$363K Buy
19,126
+1,090
+6% +$20.9K 0.4% 69
2013
Q3 		$337K Buy
18,036
+6,870
+62% +$131K 0.41% 69
2013
Q2 		$210K Buy
+11,166
New +$219K 0.28% 74

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

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

First United Bank & Trust increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.5% in Q2 2026, buying an estimated $22.6K and bringing the position to 7,152 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #131.

First United Bank & Trust first reported a position in XLU in Q2 2013 and has held it in 53 quarters since. The position peaked at $476K in Q4 2014. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • First United Bank & Trust held 7,152 shares of State Street Utilities Select Sector SPDR ETF worth $324K as of Q2 2026.
  • First United Bank & Trust bought 498 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $22.6K.
  • State Street Utilities Select Sector SPDR ETF made up 0.09% of First United Bank & Trust's portfolio in Q2 2026, its #131 holding.
  • First United Bank & Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • First United Bank & Trust's State Street Utilities Select Sector SPDR ETF position peaked at $476K in Q4 2014.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.