Parkside Financial Bank & Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Parkside Financial Bank & Trust’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	$17K	Hold	370	–	–	﹤0.01%	1371
2025 Q4	$15.8K	Hold	370	–	–	﹤0.01%	1384
2025 Q3	$16.1K	Hold	370	–	–	﹤0.01%	1337
2025 Q2	$15.1K	Hold	370	–	–	﹤0.01%	1355
2025 Q1	$14.6K	Buy	+370	New	+$14.5K	﹤0.01%	1274
2024 Q2	–	Sell	-600	Closed	-$19.7K	–	2116
2024 Q1	$19.7K	Hold	600	–	–	﹤0.01%	1019
2023 Q4	$19K	Hold	600	–	–	﹤0.01%	993
2023 Q3	$17.7K	Hold	600	–	–	﹤0.01%	942
2023 Q2	$19.6K	Hold	600	–	–	﹤0.01%	901
2023 Q1	$20.3K	Sell	600 -2,226	-79%	-$75.4K	0.01%	877
2022 Q4	$99.6K	Hold	2,826	–	–	0.03%	387
2022 Q3	$93K	Hold	2,826	–	–	0.03%	359
2022 Q2	$99K	Sell	2,826 -280	-9%	-$10.1K	0.03%	348
2022 Q1	$116K	Hold	3,106	–	–	0.03%	329
2021 Q4	$111K	Hold	3,106	–	–	0.03%	346
2021 Q3	$99K	Hold	3,106	–	–	0.03%	329
2021 Q2	$98K	Hold	3,106	–	–	0.03%	334
2021 Q1	$99K	Hold	3,106	–	–	0.03%	322
2020 Q4	$97K	Hold	3,106	–	–	0.03%	327
2020 Q3	$92K	Hold	3,106	–	–	0.03%	311
2020 Q2	$88K	Sell	3,106 -558	-15%	-$16.1K	0.03%	326
2020 Q1	$102K	Hold	3,664	–	–	0.04%	254
2019 Q4	$118K	Buy	3,664 +3,106	+557%	+$98.7K	0.03%	264
2019 Q3	$18K	Buy	+558	New	+$17.2K	0.01%	657
2016 Q4	–	Sell	-4,372	Closed	-$107K	–	1505
2016 Q3	$107K	Sell	4,372 -1,158	-21%	-$29.4K	0.05%	226
2016 Q2	$145K	Sell	5,530 -2,888	-34%	-$71.2K	0.07%	181
2016 Q1	$209K	Buy	8,418 +8,220	+4,152%	+$190K	0.11%	144
2015 Q4	$4K	Buy	198 +122	+161%	+$2.64K	﹤0.01%	814
2015 Q3	$2K	Buy	+76	New	+$1.64K	﹤0.01%	941

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Parkside Financial Bank & Trust's XLU Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 370 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Parkside Financial Bank & Trust first reported a position in XLU in Q3 2015 and has held it in 29 quarters since. The position peaked at $209K in Q1 2016. 1,595 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Parkside Financial Bank & Trust held 370 shares of State Street Utilities Select Sector SPDR ETF worth $17K as of Q1 2026.
Parkside Financial Bank & Trust left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1371 holding.
Parkside Financial Bank & Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2015 and has held it in 29 quarters since.
Parkside Financial Bank & Trust's State Street Utilities Select Sector SPDR ETF position peaked at $209K in Q1 2016.
1,595 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.