Investment Management Corporation’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Investment Management Corporation’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	$4.11M	Buy	90,580 +1,157	+1%	+$52.4K	3.43%	8
2026 Q1	$4.1M	Buy	89,423 +168	+0.2%	+$7.54K	3.52%	7
2025 Q4	$3.81M	Buy	89,255 +407	+0.5%	+$18K	3.2%	7
2025 Q3	$3.87M	Buy	88,848 +69,832	+367%	+$2.95M	3.33%	7
2025 Q2	$776K	Buy	19,016 +5,976	+46%	+$238K	0.7%	25
2025 Q1	$514K	Buy	13,040 +662	+5%	+$25.9K	0.46%	36
2024 Q4	$468K	Buy	+12,378	New	+$491K	0.42%	32

Other funds holding XLU

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Investment Management Corporation's XLU Position: Q2 2026 in Review

Investment Management Corporation increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.3% in Q2 2026, buying an estimated $52.4K and bringing the position to 90,580 shares worth $4.11M. The position accounts for 3.43% of the portfolio, ranked #8.

Investment Management Corporation first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 975 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Investment Management Corporation held 90,580 shares of State Street Utilities Select Sector SPDR ETF worth $4.11M as of Q2 2026.
Investment Management Corporation bought 1,157 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $52.4K.
State Street Utilities Select Sector SPDR ETF made up 3.43% of Investment Management Corporation's portfolio in Q2 2026, its #8 holding.
Investment Management Corporation first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
975 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Investment Management Corporation's 13F filing for Q2 2026, filed 22 Jul 2026.