Patriot Financial Group Insurance Agency’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-5,244	Closed	-$241K	–	700
2026 Q1	$241K	Buy	+5,244	New	+$235K	0.01%	619
2023 Q4	–	Sell	-8,018	Closed	-$236K	–	508
2023 Q3	$236K	Sell	8,018 -1,194	-13%	-$38.5K	0.05%	380
2023 Q2	$301K	Sell	9,212 -3,454	-27%	-$116K	0.06%	338
2023 Q1	$429K	Buy	12,666 +4,958	+64%	+$168K	0.09%	251
2022 Q4	$272K	Buy	+7,708	New	+$262K	0.04%	337
2022 Q3	–	Sell	-2,626	Closed	-$92K	–	1973
2022 Q2	$92K	Sell	2,626 -138	-5%	-$5K	0.02%	574
2022 Q1	$103K	Sell	2,764 -8,696	-76%	-$301K	0.02%	582
2021 Q4	$410K	Sell	11,460 -6,204	-35%	-$209K	0.07%	280
2021 Q3	$564K	Buy	17,664 +1,928	+12%	+$64.4K	0.1%	209
2021 Q2	$496K	Sell	15,736 -72	-0.5%	-$2.36K	0.09%	234
2021 Q1	$506K	Buy	15,808 +1,362	+9%	+$42.3K	0.12%	187
2020 Q4	$453K	Buy	14,446 +12,256	+560%	+$388K	0.11%	191
2020 Q3	$65K	Hold	2,190	–	–	0.02%	484
2020 Q2	$62K	Buy	2,190 +350	+19%	+$10.1K	0.02%	465
2020 Q1	$51K	Buy	1,840 +90	+5%	+$2.88K	0.02%	453
2019 Q4	$57K	Hold	1,750	–	–	0.02%	457
2019 Q3	$57K	Hold	1,750	–	–	0.03%	427
2019 Q2	$53K	Sell	1,750 -1,434	-45%	-$42.1K	0.02%	426
2019 Q1	$93K	Buy	3,184 +1,252	+65%	+$34.8K	0.05%	283
2018 Q4	$51K	Buy	1,932 +1,750	+962%	+$47.6K	0.03%	323
2018 Q3	$5K	Buy	+182	New	+$4.84K	﹤0.01%	753
2018 Q2	–	Sell	-238	Closed	-$6K	–	926
2018 Q1	$6K	Sell	238 -152	-39%	-$3.79K	﹤0.01%	705
2017 Q4	$10K	Sell	390 -350	-47%	-$9.6K	0.01%	597
2017 Q3	$20K	Buy	740 +284	+62%	+$7.62K	0.02%	413
2017 Q2	$12K	Buy	456 +272	+148%	+$7.14K	0.01%	500
2017 Q1	$5K	Buy	184 +2	+1%	+$50	0.01%	641
2016 Q4	$4K	Buy	+182	New	+$4.35K	0.01%	616

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

Patriot Financial Group Insurance Agency's XLU Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 5,244 shares — an estimated $241K sold.

Patriot Financial Group Insurance Agency first reported a position in XLU in Q4 2016 and held it in 27 quarters. The position peaked at $564K in Q3 2021. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 5,244 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $241K.
Patriot Financial Group Insurance Agency first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and held it in 27 quarters.
Patriot Financial Group Insurance Agency's State Street Utilities Select Sector SPDR ETF position peaked at $564K in Q3 2021.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.