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

Hickory Point 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 		$476K Sell
10,488
-58
-0.5% -$2.63K 0.29% 72
2026
Q1 		$484K Sell
10,546
-50
-0.5% -$2.24K 0.32% 68
2025
Q4 		$452K Buy
10,596
+200
+2% +$8.86K 0.33% 69
2025
Q3 		$453K Hold
10,396
– – 0.34% 70
2025
Q2 		$424K Sell
10,396
-200
-2% -$7.97K 0.34% 68
2025
Q1 		$418K Sell
10,596
-320
-3% -$12.5K 0.37% 63
2024
Q4 		$413K Buy
+10,916
New +$433K 0.37% 63

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

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

Hickory Point Bank & Trust reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.55% in Q2 2026, selling an estimated $2.63K and leaving 10,488 shares worth $476K. The position accounts for 0.29% of the portfolio, ranked #72.

Hickory Point Bank & Trust first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $484K in Q1 2026. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Hickory Point Bank & Trust held 10,488 shares of State Street Utilities Select Sector SPDR ETF worth $476K as of Q2 2026.
  • Hickory Point Bank & Trust sold 58 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.63K.
  • State Street Utilities Select Sector SPDR ETF made up 0.29% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #72 holding.
  • Hickory Point Bank & Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Hickory Point Bank & Trust's State Street Utilities Select Sector SPDR ETF position peaked at $484K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.