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

Grove 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	$72.5K	Hold	1,600	–	–	0.01%	383
2026 Q1	$73.4K	Hold	1,600	–	–	0.01%	378
2025 Q4	$68.3K	Hold	1,600	–	–	0.01%	382
2025 Q3	$69.8K	Sell	1,600 -200	-11%	-$8.46K	0.01%	376
2025 Q2	$73.5K	Buy	1,800 +400	+29%	+$15.9K	0.01%	379
2025 Q1	$55.2K	Buy	+1,400	New	+$54.7K	0.01%	398
2016 Q4	–	Sell	-56	Closed	-$1K	–	592
2016 Q3	$1K	Sell	56 -300	-84%	-$7.62K	﹤0.01%	242
2016 Q2	$9K	Sell	356 -180	-34%	-$4.44K	0.01%	210
2016 Q1	$13K	Hold	536	–	–	0.01%	216
2015 Q4	$12K	Buy	+536	New	+$11.6K	0.01%	264

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

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

Grove Bank & Trust held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 1,600 shares worth $72.5K. The position accounts for 0.01% of the portfolio, ranked #383.

Grove Bank & Trust first reported a position in XLU in Q4 2015 and has held it in 10 quarters since. The position peaked at $73.5K in Q2 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Grove Bank & Trust held 1,600 shares of State Street Utilities Select Sector SPDR ETF worth $72.5K as of Q2 2026.
Grove Bank & Trust left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #383 holding.
Grove Bank & Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and has held it in 10 quarters since.
Grove Bank & Trust's State Street Utilities Select Sector SPDR ETF position peaked at $73.5K in Q2 2025.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.