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 Q3	$63.1K	Hold	1,600	–	–	0.01%	407
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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Grove Bank & Trust's XLU Position: Q3 2026 in Review

Grove Bank & Trust held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2026 at 1,600 shares worth $63.1K. The position accounts for 0.01% of the portfolio, ranked #407.

Grove Bank & Trust first reported a position in XLU in Q4 2015 and has held it in 11 quarters since. The position peaked at $73.5K in Q2 2025. 62 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Grove Bank & Trust held 1,600 shares of State Street Utilities Select Sector SPDR ETF worth $63.1K as of Q3 2026.
Grove Bank & Trust left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #407 holding.
Grove Bank & Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and has held it in 11 quarters since.
Grove Bank & Trust's State Street Utilities Select Sector SPDR ETF position peaked at $73.5K in Q2 2025.
62 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.