Missouri Trust & Investment Company’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Missouri Trust & Investment Company’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	-744	Closed	-$34.1K	–	402
2026 Q1	$34.1K	Hold	744	–	–	0.01%	260
2025 Q4	$31.8K	Hold	744	–	–	0.01%	256
2025 Q3	$32.4K	Hold	744	–	–	0.01%	256
2025 Q2	$30.4K	Buy	744 +444	+148%	+$17.7K	0.01%	240
2025 Q1	$11.8K	Sell	300 -50	-14%	-$1.95K	﹤0.01%	300
2024 Q4	$13.2K	Buy	350 +200	+133%	+$7.94K	﹤0.01%	295
2024 Q3	$6.06K	Hold	150	–	–	﹤0.01%	322
2024 Q2	$5.11K	Buy	+150	New	+$5.15K	﹤0.01%	330
2023 Q3	–	Sell	-300	Closed	-$9.82K	–	472
2023 Q2	$9.82K	Buy	+300	New	+$10.1K	0.01%	323

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

Missouri Trust & Investment Company's XLU Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 744 shares — an estimated $34.1K sold.

Missouri Trust & Investment Company first reported a position in XLU in Q2 2023 and held it in 9 quarters. The position peaked at $34.1K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Missouri Trust & Investment Company reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Missouri Trust & Investment Company sold 744 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $34.1K.
Missouri Trust & Investment Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and held it in 9 quarters.
Missouri Trust & Investment Company's State Street Utilities Select Sector SPDR ETF position peaked at $34.1K in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.