Mechanics Financial Corp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Mechanics Financial Corp’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	$1.27K	Hold	28	–	–	﹤0.01%	260
2026 Q1	$1.28K	Hold	28	–	–	﹤0.01%	230
2025 Q4	$1.2K	Sell	28 -26	-48%	-$1.15K	﹤0.01%	232
2025 Q3	$2.35K	Hold	54	–	–	﹤0.01%	238
2025 Q2	$2.21K	Hold	54	–	–	﹤0.01%	237
2025 Q1	$2.13K	Hold	54	–	–	﹤0.01%	241
2024 Q4	$2.04K	Hold	54	–	–	﹤0.01%	228
2024 Q3	$2.18K	Hold	54	–	–	﹤0.01%	234
2024 Q2	$1.84K	Hold	54	–	–	﹤0.01%	216
2024 Q1	$1.77K	Hold	54	–	–	﹤0.01%	214
2023 Q4	$1.71K	Hold	54	–	–	﹤0.01%	207
2023 Q3	$1.59K	Hold	54	–	–	﹤0.01%	211
2023 Q2	$1.77K	Hold	54	–	–	﹤0.01%	214
2023 Q1	$1.83K	Hold	54	–	–	﹤0.01%	208
2022 Q4	$2K	Hold	54	–	–	﹤0.01%	209
2022 Q3	$2K	Hold	54	–	–	﹤0.01%	217
2022 Q2	$2K	Sell	54 -228	-81%	-$8.25K	﹤0.01%	225
2022 Q1	$10K	Hold	282	–	–	0.01%	178
2021 Q4	$10K	Buy	+282	New	+$9.51K	﹤0.01%	182

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 22.9% 1-Year Est. Return

Mechanics Financial Corp's XLU Position: Q2 2026 in Review

Mechanics Financial Corp held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 28 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Mechanics Financial Corp first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $10K in Q1 2022. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Mechanics Financial Corp held 28 shares of State Street Utilities Select Sector SPDR ETF worth $1.27K as of Q2 2026.
Mechanics Financial Corp 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 Mechanics Financial Corp's portfolio in Q2 2026, its #260 holding.
Mechanics Financial Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Mechanics Financial Corp's State Street Utilities Select Sector SPDR ETF position peaked at $10K in Q1 2022.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.