Hilltop National Bank’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Hilltop National Bank’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	$7.89K	Hold	200	–	–	﹤0.01%	669
2026 Q2	$9.07K	Hold	200	–	–	﹤0.01%	680
2026 Q1	$9.18K	Buy	+200	New	+$8.97K	﹤0.01%	672
2024 Q4	$19.4K	Hold	512	–	–	0.01%	558
2024 Q3	$20.7K	Hold	512	–	–	0.01%	574
2024 Q2	$17.4K	Hold	512	–	–	0.01%	579
2024 Q1	$16.8K	Buy	+512	New	+$16K	0.01%	575

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFBTD

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

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 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

Hilltop National Bank's XLU Position: Q3 2026 in Review

Hilltop National Bank held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2026 at 200 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Hilltop National Bank first reported a position in XLU in Q1 2024 and has held it in 7 quarters since. The position peaked at $20.7K in Q3 2024. 246 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Hilltop National Bank held 200 shares of State Street Utilities Select Sector SPDR ETF worth $7.89K as of Q3 2026.
Hilltop National Bank 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 Hilltop National Bank's portfolio in Q3 2026, its #669 holding.
Hilltop National Bank first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 7 quarters since.
Hilltop National Bank's State Street Utilities Select Sector SPDR ETF position peaked at $20.7K in Q3 2024.
246 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.