Main Street Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Main Street Group’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	$31.6K	Hold	698	–	–	0.01%	350
2026 Q1	$32K	Buy	+698	New	+$31.3K	0.01%	337
2025 Q4	–	Sell	-698	Closed	-$30.4K	–	635
2025 Q3	$30.4K	Hold	698	–	–	0.01%	321
2025 Q2	$28.5K	Hold	698	–	–	0.01%	328
2025 Q1	$27.5K	Hold	698	–	–	0.01%	342
2024 Q4	$26.4K	Hold	698	–	–	0.01%	345
2024 Q3	$28.2K	Buy	698 +348	+99%	+$12.9K	0.01%	348
2024 Q2	$11.8K	Hold	350	–	–	﹤0.01%	493
2024 Q1	$11.4K	Hold	350	–	–	0.01%	516
2023 Q4	$11.1K	Buy	+350	New	+$10.7K	﹤0.01%	772

Other funds holding XLU

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return