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Orrstown Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Orrstown Financial Services’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 		$1.18M Sell
26,092
-973
-4% -$44.1K 0.18% 55
2026
Q1 		$1.24M Sell
27,065
-2,370
-8% -$106K 0.21% 48
2025
Q4 		$1.26M Buy
29,435
+1,415
+5% +$62.7K 0.21% 51
2025
Q3 		$1.22M Buy
28,020
+2,014
+8% +$85.2K 0.21% 55
2025
Q2 		$1.06M Buy
26,006
+4,974
+24% +$198K 0.22% 59
2025
Q1 		$829K Buy
21,032
+3,542
+20% +$138K 0.2% 60
2024
Q4 		$662K Buy
17,490
+1,500
+9% +$59.5K 0.18% 72
2024
Q3 		$646K Buy
15,990
+3,440
+27% +$128K 0.19% 77
2024
Q2 		$428K Hold
12,550
– – 0.23% 61
2024
Q1 		$412K Buy
12,550
+2,000
+19% +$62.4K 0.23% 60
2023
Q4 		$334K Buy
+10,550
New +$323K 0.27% 58

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Orrstown Financial Services's XLU Position: Q2 2026 in Review

Orrstown Financial Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.6% in Q2 2026, selling an estimated $44.1K and leaving 26,092 shares worth $1.18M. The position accounts for 0.18% of the portfolio, ranked #55.

Orrstown Financial Services first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q4 2025. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Orrstown Financial Services held 26,092 shares of State Street Utilities Select Sector SPDR ETF worth $1.18M as of Q2 2026.
  • Orrstown Financial Services sold 973 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $44.1K.
  • State Street Utilities Select Sector SPDR ETF made up 0.18% of Orrstown Financial Services's portfolio in Q2 2026, its #55 holding.
  • Orrstown Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Orrstown Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $1.26M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.