Freestone Grove Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Freestone Grove Partners’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	$4.42M	Buy	+97,401	New	+$4.41M	0.03%	353
2025 Q2	–	Sell	-335,614	Closed	-$13.2M	–	878
2025 Q1	$13.2M	Buy	+335,614	New	+$13.1M	0.14%	204

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Freestone Grove Partners's XLU Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 97,401 shares worth $4.42M. The stake represents 0.03% of the portfolio and ranks #353 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in XLU as recently as Q1 2025.

Freestone Grove Partners first reported a position in XLU in Q1 2025 and has held it in 2 quarters since. The position peaked at $13.2M in Q1 2025. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Freestone Grove Partners held 97,401 shares of State Street Utilities Select Sector SPDR ETF worth $4.42M as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Freestone Grove Partners position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Freestone Grove Partners's portfolio in Q2 2026, its #353 holding.
Freestone Grove Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 2 quarters since.
Freestone Grove Partners's State Street Utilities Select Sector SPDR ETF position peaked at $13.2M in Q1 2025.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.