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Hoese & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Hoese & Co’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 		– Sell
-1,120
Closed -$50.8K – 185
2026
Q2 		$50.8K Hold
1,120
– – 0.03% 111
2026
Q1 		$51.4K Hold
1,120
– – 0.04% 95
2025
Q4 		$47.8K Hold
1,120
– – 0.03% 97
2025
Q3 		$48.8K Hold
1,120
– – 0.04% 86
2025
Q2 		$45.7K Sell
1,120
-480
-30% -$19.1K 0.04% 101
2025
Q1 		$63.1K Hold
1,600
– – 0.05% 60
2024
Q4 		$60.6K Hold
1,600
– – 0.05% 60
2024
Q3 		$64.6K Sell
1,600
-380
-19% -$14.1K 0.05% 59
2024
Q2 		$72K Hold
1,980
– – 0.06% 50
2024
Q1 		$61.5K Hold
1,980
– – 0.06% 53
2023
Q4 		$62.1K Hold
1,980
– – 0.06% 55
2023
Q3 		$58.3K Hold
1,980
– – 0.06% 58
2023
Q2 		$64.8K Hold
1,980
– – 0.06% 58
2023
Q1 		$64.4K Hold
1,980
– – 0.07% 63
2022
Q4 		$71K Hold
1,980
– – 0.07% 65
2022
Q3 		$65K Hold
1,980
– – 0.08% 62
2022
Q2 		$69K Hold
1,980
– – 0.08% 63
2022
Q1 		$74K Hold
1,980
– – 0.08% 68
2021
Q4 		$71K Hold
1,980
– – 0.07% 76
2021
Q3 		$63K Hold
1,980
– – 0.07% 75
2021
Q2 		$63K Hold
1,980
– – 0.07% 77
2021
Q1 		$63K Buy
+1,980
New +$61.4K 0.08% 72

Other funds holding XLU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Hoese & Co's XLU Position: Q3 2026 in Review

Hoese & Co sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026, closing a stake of 1,120 shares — an estimated $50.8K sold.

Hoese & Co first reported a position in XLU in Q1 2021 and held it in 22 quarters. The position peaked at $74K in Q1 2022. 871 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • Hoese & Co reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Hoese & Co sold 1,120 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $50.8K.
  • Hoese & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and held it in 22 quarters.
  • Hoese & Co's State Street Utilities Select Sector SPDR ETF position peaked at $74K in Q1 2022.
  • 871 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.