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Loring Wolcott & Coolidge Fiduciary Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$4.22K Hold
93
– – ﹤0.01% 547
2026
Q1 		$6.69K Buy
+93
New +$4.17K ﹤0.01% 531

Other funds holding XLU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's XLU Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 93 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.69K in Q1 2026. 1,255 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 93 shares of State Street Utilities Select Sector SPDR ETF worth $4.22K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #547 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $6.69K in Q1 2026.
  • 1,255 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.