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Timothy G. Youngquist 2020 Irrevocable Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-18,367
Closed -$843K – 493
2026
Q1 		$843K Buy
+18,367
New +$824K 0.36% 72

Other funds holding XLU

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

Timothy G. Youngquist 2020 Irrevocable Trust's XLU Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 18,367 shares — an estimated $843K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in XLU in Q1 2026 and held it in 1 quarter. The position peaked at $843K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 18,367 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $843K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's State Street Utilities Select Sector SPDR ETF position peaked at $843K in Q1 2026.
  • 1,036 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.