Patriot Investment Management Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Patriot Investment Management 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 Q2	$1.41M	Hold	31,038	–	–	0.08%	101
2026 Q1	$1.42M	Hold	31,038	–	–	0.09%	93
2025 Q4	$1.33M	Hold	31,038	–	–	0.08%	95
2025 Q3	$1.35M	Hold	31,038	–	–	0.09%	94
2025 Q2	$1.27M	Hold	31,038	–	–	0.09%	96
2025 Q1	$1.22M	Hold	31,038	–	–	0.09%	94
2024 Q4	$1.17M	Sell	31,038 -288	-0.9%	-$11.4K	0.09%	102
2024 Q3	$1.27M	Hold	31,326	–	–	0.09%	100
2024 Q2	$1.07M	Sell	31,326 -3,240	-9%	-$111K	0.08%	104
2024 Q1	$1.13M	Sell	34,566 -22,150	-39%	-$691K	0.09%	96
2023 Q4	$1.8M	Buy	+56,716	New	+$1.73M	0.15%	69
2023 Q3	–	Sell	-8,324	Closed	-$272K	–	237
2023 Q2	$272K	Sell	8,324 -1,580	-16%	-$53.2K	0.02%	213
2023 Q1	$335K	Sell	9,904 -392	-4%	-$13.3K	0.03%	192
2022 Q4	$355K	Hold	10,296	–	–	0.03%	193
2022 Q3	$337K	Buy	10,296 +2,570	+33%	+$94.2K	0.03%	184
2022 Q2	$270K	Buy	+7,726	New	+$280K	0.03%	213
2020 Q3	–	Sell	-1,324	Closed	-$37.4K	–	659
2020 Q2	$37.4K	Buy	+1,324	New	+$38.2K	﹤0.01%	357

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Patriot Investment Management Group's XLU Position: Q2 2026 in Review

Patriot Investment Management Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 31,038 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #101.

Patriot Investment Management Group first reported a position in XLU in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.8M in Q4 2023. 684 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Patriot Investment Management Group held 31,038 shares of State Street Utilities Select Sector SPDR ETF worth $1.41M as of Q2 2026.
Patriot Investment Management Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Patriot Investment Management Group's portfolio in Q2 2026, its #101 holding.
Patriot Investment Management Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and has held it in 17 quarters since.
Patriot Investment Management Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.8M in Q4 2023.
684 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.