Nemes Rush Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Nemes Rush 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	$50.4K	Buy	1,111 +5	+0.5%	+$226	﹤0.01%	374
2026 Q1	$50.7K	Buy	1,106 +133	+14%	+$5.97K	﹤0.01%	361
2025 Q4	$41.6K	Buy	973 +207	+27%	+$9.17K	﹤0.01%	364
2025 Q3	$33.4K	Buy	766 +6	+0.8%	+$254	﹤0.01%	371
2025 Q2	$31.1K	Buy	760 +4	+0.5%	+$159	﹤0.01%	377
2025 Q1	$29.8K	Sell	756 -582	-43%	-$22.7K	﹤0.01%	373
2024 Q4	$50.6K	Buy	+1,338	New	+$53.1K	0.01%	309
2023 Q3	–	Sell	-56	Closed	-$1.83K	–	731
2023 Q2	$1.83K	Buy	+56	New	+$1.89K	﹤0.01%	578

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

Nemes Rush Group's XLU Position: Q2 2026 in Review

Nemes Rush Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.45% in Q2 2026, buying an estimated $226 and bringing the position to 1,111 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Nemes Rush Group first reported a position in XLU in Q2 2023 and has held it in 8 quarters since. The position peaked at $50.7K in Q1 2026. 1,581 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Nemes Rush Group held 1,111 shares of State Street Utilities Select Sector SPDR ETF worth $50.4K as of Q2 2026.
Nemes Rush Group bought 5 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $226.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q2 2026, its #374 holding.
Nemes Rush Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and has held it in 8 quarters since.
Nemes Rush Group's State Street Utilities Select Sector SPDR ETF position peaked at $50.7K in Q1 2026.
1,581 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.