HUB Investment Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

HUB Investment Partners’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	–	Sell	-4,527	Closed	-$208K	–	1428
2026 Q1	$208K	Sell	4,527 -3,880	-46%	-$174K	0.01%	978
2025 Q4	$359K	Buy	8,407 +743	+10%	+$32.9K	0.01%	599
2025 Q3	$334K	Buy	7,664 +544	+8%	+$23K	0.01%	511
2025 Q2	$291K	Buy	7,120 +2	+0%	+$80	0.01%	522
2025 Q1	$281K	Sell	7,118 -180	-2%	-$7.03K	0.01%	468
2024 Q4	$276K	Buy	+7,298	New	+$290K	0.01%	425
2021 Q3	–	Sell	-22,884	Closed	-$723K	–	240
2021 Q2	$723K	Buy	+22,884	New	+$749K	0.19%	107

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HUB Investment Partners's XLU Position: Q2 2026 in Review

HUB Investment Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 4,527 shares — an estimated $208K sold.

HUB Investment Partners first reported a position in XLU in Q2 2021 and held it in 7 quarters. The position peaked at $723K in Q2 2021. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

HUB Investment Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
HUB Investment Partners sold 4,527 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $208K.
HUB Investment Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and held it in 7 quarters.
HUB Investment Partners's State Street Utilities Select Sector SPDR ETF position peaked at $723K in Q2 2021.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.