Graybill Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Graybill Wealth Management’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	$272K	Hold	5,936	–	–	0.08%	76
2025 Q4	$253K	Sell	5,936 -70	-1%	-$3.1K	0.07%	79
2025 Q3	$262K	Sell	6,006 -350	-6%	-$14.8K	0.08%	77
2025 Q2	$260K	Buy	6,356 +1,554	+32%	+$61.9K	0.08%	75
2025 Q1	$189K	Buy	+4,802	New	+$188K	0.06%	77
2024 Q3	$204K	Buy	+5,052	New	+$187K	0.08%	58

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

Graybill Wealth Management's XLU Position: Q1 2026 in Review

Graybill Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 5,936 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #76.

Graybill Wealth Management first reported a position in XLU in Q3 2024 and has held it in 6 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Graybill Wealth Management held 5,936 shares of State Street Utilities Select Sector SPDR ETF worth $272K as of Q1 2026.
Graybill Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Graybill Wealth Management's portfolio in Q1 2026, its #76 holding.
Graybill Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.