Matthew Hamilton Rosenberg’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Matthew Hamilton Rosenberg’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	$14.8K	Hold	326	–	–	﹤0.01%	581
2026 Q1	$15K	Hold	326	–	–	﹤0.01%	572
2025 Q4	$13.9K	Hold	326	–	–	﹤0.01%	588
2025 Q3	$14.2K	Hold	326	–	–	﹤0.01%	592
2025 Q2	$13.3K	Hold	326	–	–	﹤0.01%	621
2025 Q1	$12.9K	Buy	+326	New	+$12.7K	﹤0.01%	596
2023 Q3	–	Sell	-108	Closed	-$3.53K	–	971
2023 Q2	$3.53K	Hold	108	–	–	﹤0.01%	720
2023 Q1	$3.65K	Hold	108	–	–	﹤0.01%	752
2022 Q4	$3.81K	Hold	108	–	–	﹤0.01%	739
2022 Q3	$4K	Buy	+108	New	+$3.96K	﹤0.01%	738

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

Matthew Hamilton Rosenberg's XLU Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 326 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Matthew Hamilton Rosenberg first reported a position in XLU in Q3 2022 and has held it in 10 quarters since. The position peaked at $15K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Matthew Hamilton Rosenberg held 326 shares of State Street Utilities Select Sector SPDR ETF worth $14.8K as of Q2 2026.
Matthew Hamilton Rosenberg 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 Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #581 holding.
Matthew Hamilton Rosenberg first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 10 quarters since.
Matthew Hamilton Rosenberg's State Street Utilities Select Sector SPDR ETF position peaked at $15K 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 Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.