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MTM Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

MTM Investment Management’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 		$18.1K Hold
400
– – 0.01% 467
2026
Q1 		$18.4K Hold
400
– – 0.01% 445
2025
Q4 		$17.1K Hold
400
– – 0.01% 462
2025
Q3 		$17.4K Hold
400
– – 0.01% 471
2025
Q2 		$16.3K Hold
400
– – 0.01% 478
2025
Q1 		$15.8K Sell
400
-230
-37% -$8.99K 0.01% 245
2024
Q4 		$23.8K Sell
630
-222
-26% -$8.81K 0.01% 232
2024
Q3 		$34.6K Buy
852
+2
+0.2% +$74 0.01% 230
2024
Q2 		$29K Buy
850
+2
+0.2% +$69 0.01% 227
2024
Q1 		$27.9K Hold
848
– – 0.01% 239
2023
Q4 		$26.8K Buy
848
+2
+0.2% +$61 0.01% 223
2023
Q3 		$24.9K Sell
846
-6,622
-89% -$213K 0.01% 217
2023
Q2 		$244K Buy
7,468
+56
+0.8% +$1.89K 0.12% 158
2023
Q1 		$251K Buy
7,412
+50
+0.7% +$1.7K 0.13% 153
2022
Q4 		$260K Buy
7,362
+54
+0.7% +$1.84K 0.13% 149
2022
Q3 		$239K Buy
7,308
+44
+0.6% +$1.61K 0.14% 152
2022
Q2 		$261K Buy
7,264
+52
+0.7% +$1.88K 0.14% 144
2022
Q1 		$269K Buy
7,212
+42
+0.6% +$1.46K 0.13% 147
2021
Q4 		$257K Buy
7,170
+50
+0.7% +$1.69K 0.12% 153
2021
Q3 		$227K Buy
7,120
+50
+0.7% +$1.67K 0.12% 151
2021
Q2 		$224K Buy
7,070
+50
+0.7% +$1.64K 0.12% 152
2021
Q1 		$225K Buy
7,020
+46
+0.7% +$1.43K 0.13% 143
2020
Q4 		$219K Buy
+6,974
New +$221K 0.14% 133

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MTM Investment Management's XLU Position: Q2 2026 in Review

MTM Investment Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 400 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #467.

MTM Investment Management first reported a position in XLU in Q4 2020 and has held it in 23 quarters since. The position peaked at $269K in Q1 2022. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • MTM Investment Management held 400 shares of State Street Utilities Select Sector SPDR ETF worth $18.1K as of Q2 2026.
  • MTM Investment Management 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 MTM Investment Management's portfolio in Q2 2026, its #467 holding.
  • MTM Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $269K in Q1 2022.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.