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

Lane Brothers & 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
Q2 		$1.97M Buy
43,533
+76
+0.2% +$3.44K 1.29% 21
2026
Q1 		$1.99M Buy
43,457
+5,660
+15% +$254K 1.45% 20
2025
Q4 		$1.61M Buy
+37,797
New +$1.67M 1.17% 21

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lane Brothers & Co's XLU Position: Q2 2026 in Review

Lane Brothers & Co increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.17% in Q2 2026, buying an estimated $3.44K and bringing the position to 43,533 shares worth $1.97M. The position accounts for 1.29% of the portfolio, ranked #21.

Lane Brothers & Co first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.99M in Q1 2026. 1,571 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Lane Brothers & Co held 43,533 shares of State Street Utilities Select Sector SPDR ETF worth $1.97M as of Q2 2026.
  • Lane Brothers & Co bought 76 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.44K.
  • State Street Utilities Select Sector SPDR ETF made up 1.29% of Lane Brothers & Co's portfolio in Q2 2026, its #21 holding.
  • Lane Brothers & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's State Street Utilities Select Sector SPDR ETF position peaked at $1.99M in Q1 2026.
  • 1,571 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.