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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lowe Brockenbrough & Co's XLU Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 1,200 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Lowe Brockenbrough & Co first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Lowe Brockenbrough & Co held 1,200 shares of State Street Utilities Select Sector SPDR ETF worth $55.1K as of Q1 2026.
  • Lowe Brockenbrough & Co left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #295 holding.
  • Lowe Brockenbrough & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.