IBOK
XLU icon

Independence Bank of Kentucky’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Independence Bank of Kentucky’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 		$257K Buy
5,672
+380
+7% +$17.2K 0.03% 262
2026
Q1 		$243K Sell
5,292
-60
-1% -$2.69K 0.03% 258
2025
Q4 		$228K Sell
5,352
-34
-0.6% -$1.51K 0.03% 273
2025
Q3 		$235K Buy
5,386
+360
+7% +$15.2K 0.03% 273
2025
Q2 		$205K Buy
5,026
+232
+5% +$9.24K 0.03% 277
2025
Q1 		$189K Sell
4,794
-378
-7% -$14.8K 0.03% 275
2024
Q4 		$196K Buy
5,172
+226
+5% +$8.97K 0.03% 284
2024
Q3 		$200K Buy
4,946
+952
+24% +$35.3K 0.04% 253
2024
Q2 		$136K Buy
3,994
+1,316
+49% +$45.2K 0.04% 274
2024
Q1 		$87.9K Sell
2,678
-486
-15% -$15.2K 0.03% 288
2023
Q4 		$100K Buy
3,164
+850
+37% +$26K 0.04% 262
2023
Q3 		$68.2K Buy
2,314
+750
+48% +$24.2K 0.03% 262
2023
Q2 		$51.2K Hold
1,564
– – 0.02% 284
2023
Q1 		$52.9K Buy
1,564
+534
+52% +$18.1K 0.02% 258
2022
Q4 		$36K Buy
1,030
+954
+1,255% +$32.4K 0.02% 278
2022
Q3 		$2K Hold
76
– – ﹤0.01% 407
2022
Q2 		$3K Hold
76
– – ﹤0.01% 399
2022
Q1 		$3K Hold
76
– – ﹤0.01% 397
2021
Q4 		$3K Hold
76
– – ﹤0.01% 386
2021
Q3 		$2K Buy
+76
New +$2.54K ﹤0.01% 390
2020
Q4 		– Sell
-770
Closed -$23K – 385
2020
Q3 		$23K Hold
770
– – 0.01% 271
2020
Q2 		$22K Hold
770
– – 0.01% 249
2020
Q1 		$21K Sell
770
-400
-34% -$12.8K 0.02% 243
2019
Q4 		$38K Buy
1,170
+400
+52% +$12.7K 0.02% 231
2019
Q3 		$25K Buy
+770
New +$23.8K 0.02% 249

Other funds holding XLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Independence Bank of Kentucky's XLU Position: Q2 2026 in Review

Independence Bank of Kentucky increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.2% in Q2 2026, buying an estimated $17.2K and bringing the position to 5,672 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #262.

Independence Bank of Kentucky first reported a position in XLU in Q3 2019 and has held it in 25 quarters since. 1,036 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Independence Bank of Kentucky held 5,672 shares of State Street Utilities Select Sector SPDR ETF worth $257K as of Q2 2026.
  • Independence Bank of Kentucky bought 380 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $17.2K.
  • State Street Utilities Select Sector SPDR ETF made up 0.03% of Independence Bank of Kentucky's portfolio in Q2 2026, its #262 holding.
  • Independence Bank of Kentucky first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2019 and has held it in 25 quarters since.
  • 1,036 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.