Lowe Brockenbrough & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Lowe Brockenbrough & 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	$54.4K	Hold	1,200	–	–	﹤0.01%	302
2026 Q1	$55.1K	Hold	1,200	–	–	﹤0.01%	295
2025 Q4	$51.2K	Hold	1,200	–	–	﹤0.01%	298
2025 Q3	$52.3K	Hold	1,200	–	–	﹤0.01%	304
2025 Q2	$49K	Buy	+1,200	New	+$47.8K	﹤0.01%	294

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

Lowe Brockenbrough & Co's XLU Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 1,200 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Lowe Brockenbrough & Co first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $55.1K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Lowe Brockenbrough & Co held 1,200 shares of State Street Utilities Select Sector SPDR ETF worth $54.4K as of Q2 2026.
Lowe Brockenbrough & Co 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 Lowe Brockenbrough & Co's portfolio in Q2 2026, its #302 holding.
Lowe Brockenbrough & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Lowe Brockenbrough & Co's State Street Utilities Select Sector SPDR ETF position peaked at $55.1K in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.