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

Millstone Evans 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	$43.4K	Hold	958	–	–	0.02%	371
2026 Q1	$44K	Hold	958	–	–	0.03%	352
2025 Q4	$40.9K	Hold	958	–	–	0.02%	367
2025 Q3	$41.8K	Hold	958	–	–	0.03%	342
2025 Q2	$39.1K	Hold	958	–	–	0.03%	348
2025 Q1	$37.8K	Buy	958 +874	+1,040%	+$34.1K	0.03%	344
2024 Q4	$3.18K	Buy	+84	New	+$3.33K	﹤0.01%	615

Other funds holding XLU

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Millstone Evans Group's XLU Position: Q2 2026 in Review

Millstone Evans Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 958 shares worth $43.4K. The position accounts for 0.02% of the portfolio, ranked #371.

Millstone Evans Group first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $44K in Q1 2026. 1,367 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Millstone Evans Group held 958 shares of State Street Utilities Select Sector SPDR ETF worth $43.4K as of Q2 2026.
Millstone Evans Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #371 holding.
Millstone Evans Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's State Street Utilities Select Sector SPDR ETF position peaked at $44K in Q1 2026.
1,367 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.