Morton Community Bank’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.81M Buy
170,179
+633
+0.4% +$28.4K 1.7% 5
2025
Q4
$7.33M Buy
169,546
+8,518
+5% +$377K 1.58% 6
2025
Q3
$7.17M Sell
161,028
-24,588
-13% -$1.04M 1.66% 8
2025
Q2
$7.58M Sell
185,616
-206
-0.1% -$8.21K 1.88% 4
2025
Q1
$7.33M Buy
185,822
+15,108
+9% +$590K 1.92% 3
2024
Q4
$6.46M Buy
170,714
+60
+0% +$2.38K 1.71% 4
2024
Q3
$6.89M Sell
170,654
-2,032
-1% -$75.4K 1.8% 4
2024
Q2
$5.88M Sell
172,686
-3,486
-2% -$120K 1.66% 6
2024
Q1
$5.78M Buy
176,172
+19,400
+12% +$606K 1.66% 5
2023
Q4
$4.96M Buy
+156,772
New +$4.79M 1.62% 6

Other funds holding XLU

Morton Community Bank's XLU Position: Q1 2026 in Review

Morton Community Bank increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.37% in Q1 2026, buying an estimated $28.4K and bringing the position to 170,179 shares worth $7.81M. The position accounts for 1.7% of the portfolio, ranked #5.

Morton Community Bank first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Morton Community Bank held 170,179 shares of State Street Utilities Select Sector SPDR ETF worth $7.81M as of Q1 2026.
  • Morton Community Bank bought 633 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $28.4K.
  • State Street Utilities Select Sector SPDR ETF made up 1.7% of Morton Community Bank's portfolio in Q1 2026, its #5 holding.
  • Morton Community Bank first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.