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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nemes Rush Group's XLU Position: Q1 2026 in Review

Nemes Rush Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 14% in Q1 2026, buying an estimated $5.97K and bringing the position to 1,106 shares worth $50.7K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Nemes Rush Group first reported a position in XLU in Q2 2023 and has held it in 7 quarters since. 1,589 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Nemes Rush Group held 1,106 shares of State Street Utilities Select Sector SPDR ETF worth $50.7K as of Q1 2026.
Nemes Rush Group bought 133 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $5.97K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q1 2026, its #361 holding.
Nemes Rush Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and has held it in 7 quarters since.
1,589 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.