Glenview Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Glenview 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 Q1	–	Sell	-52,526	Closed	-$2.24M	–	517
2025 Q4	$2.24M	Buy	+52,526	New	+$2.33M	0.03%	218
2024 Q3	–	Sell	-8,696	Closed	-$296K	–	485
2024 Q2	$296K	Buy	+8,696	New	+$299K	0.01%	402
2024 Q1	–	Sell	-11,218	Closed	-$355K	–	489
2023 Q4	$355K	Buy	+11,218	New	+$343K	0.01%	382
2023 Q2	–	Sell	-25,318	Closed	-$857K	–	468
2023 Q1	$857K	Hold	25,318	–	–	0.03%	244
2022 Q4	$892K	Buy	25,318 +14,104	+126%	+$479K	0.03%	232
2022 Q3	$367K	Buy	11,214 +5,426	+94%	+$199K	0.01%	322
2022 Q2	$203K	Buy	+5,788	New	+$210K	0.01%	397

Other funds holding XLU

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

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

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

Glenview Trust's XLU Position: Q1 2026 in Review

Glenview Trust sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 52,526 shares — an estimated $2.24M sold.

Glenview Trust first reported a position in XLU in Q2 2022 and held it in 7 quarters. The position peaked at $2.24M in Q4 2025. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Glenview Trust reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Glenview Trust sold 52,526 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $2.24M.
Glenview Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 7 quarters.
Glenview Trust's State Street Utilities Select Sector SPDR ETF position peaked at $2.24M in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.