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

Hills 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 Q1	$2.4M	Buy	52,285 +20,568	+65%	+$923K	0.12%	84
2025 Q4	$1.35M	Buy	31,717 +14,021	+79%	+$621K	0.08%	133
2025 Q3	$772K	Sell	17,696 -1,926	-10%	-$81.5K	0.05%	179
2025 Q2	$801K	Sell	19,622 -1,716	-8%	-$68.4K	0.05%	167
2025 Q1	$841K	Sell	21,338 -832	-4%	-$32.5K	0.06%	157
2024 Q4	$839K	Sell	22,170 -2,084	-9%	-$82.7K	0.06%	151
2024 Q3	$980K	Sell	24,254 -132	-0.5%	-$4.9K	0.07%	142
2024 Q2	$831K	Buy	24,386 +598	+3%	+$20.5K	0.07%	144
2024 Q1	$781K	Sell	23,788 -2,140	-8%	-$66.8K	0.07%	147
2023 Q4	$821K	Buy	25,928 +21,748	+520%	+$665K	0.08%	136
2023 Q3	$123K	Hold	4,180	–	–	0.01%	244
2023 Q2	$137K	Hold	4,180	–	–	0.02%	230
2023 Q1	$141K	Sell	4,180 -160	-4%	-$5.42K	0.02%	229
2022 Q4	$153K	Hold	4,340	–	–	0.02%	225
2022 Q3	$142K	Hold	4,340	–	–	0.02%	221
2022 Q2	$152K	Hold	4,340	–	–	0.02%	215
2022 Q1	$162K	Hold	4,340	–	–	0.02%	218
2021 Q4	$155K	Hold	4,340	–	–	0.02%	226
2021 Q3	$139K	Sell	4,340 -60	-1%	-$2K	0.02%	226
2021 Q2	$139K	Buy	+4,400	New	+$144K	0.02%	224
2014 Q1	–	Sell	-66,310	Closed	-$1.26M	–	83
2013 Q4	$1.26M	Sell	66,310 -1,426	-2%	-$27.3K	0.56%	45
2013 Q3	$1.26M	Buy	67,736 +500	+0.7%	+$9.53K	0.62%	45
2013 Q2	$1.26M	Buy	+67,236	New	+$1.32M	0.66%	43

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

Hills Bank & Trust's XLU Position: Q1 2026 in Review

Hills Bank & Trust increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 65% in Q1 2026, buying an estimated $923K and bringing the position to 52,285 shares worth $2.4M. The position accounts for 0.12% of the portfolio, ranked #84.

Hills Bank & Trust first reported a position in XLU in Q2 2013 and has held it in 23 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Hills Bank & Trust held 52,285 shares of State Street Utilities Select Sector SPDR ETF worth $2.4M as of Q1 2026.
Hills Bank & Trust bought 20,568 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $923K.
State Street Utilities Select Sector SPDR ETF made up 0.12% of Hills Bank & Trust's portfolio in Q1 2026, its #84 holding.
Hills Bank & Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 23 quarters since.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Hills Bank & Trust's 13F filing for Q1 2026, filed 1 May 2026.