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 Q3	$44K	Buy	1,116 +5	+0.5%	+$217	﹤0.01%	373
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	+$1.88K	﹤0.01%	578

Other funds holding XLU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nemes Rush Group's XLU Position: Q3 2026 in Review

Nemes Rush Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.45% in Q3 2026, buying an estimated $217 and bringing the position to 1,116 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Nemes Rush Group first reported a position in XLU in Q2 2023 and has held it in 9 quarters since. The position peaked at $50.7K in Q1 2026. 1,014 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Nemes Rush Group held 1,116 shares of State Street Utilities Select Sector SPDR ETF worth $44K as of Q3 2026.
Nemes Rush Group bought 5 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $217.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q3 2026, its #373 holding.
Nemes Rush Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and has held it in 9 quarters since.
Nemes Rush Group's State Street Utilities Select Sector SPDR ETF position peaked at $50.7K in Q1 2026.
1,014 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Nemes Rush Group's 13F filing for Q3 2026, filed 4 Nov 2026.