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

Peoples Financial Services Corp’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	$1.46M	Sell	31,905 -735	-2%	-$33K	0.69%	42
2025 Q4	$1.39M	Sell	32,640 -2,326	-7%	-$103K	0.65%	43
2025 Q3	$1.52M	Buy	34,966 +1,592	+5%	+$67.3K	0.69%	41
2025 Q2	$1.36M	Sell	33,374 -7,200	-18%	-$287K	0.67%	39
2025 Q1	$1.6M	Buy	40,574 +200	+0.5%	+$7.81K	0.77%	37
2024 Q4	$1.53M	Sell	40,374 -10	-0%	-$397	0.71%	40
2024 Q3	$1.63M	Sell	40,384 -792	-2%	-$29.4K	0.74%	38
2024 Q2	$1.4M	Sell	41,176 -1,812	-4%	-$62.2K	0.63%	43
2024 Q1	$1.41M	Sell	42,988 -406	-0.9%	-$12.7K	0.61%	44
2023 Q4	$1.37M	Buy	43,394 +314	+0.7%	+$9.6K	0.6%	48
2023 Q3	$1.27M	Buy	43,080 +1,996	+5%	+$64.3K	0.6%	45
2023 Q2	$1.34M	Buy	41,084 +1,524	+4%	+$51.3K	0.6%	47
2023 Q1	$1.34M	Buy	39,560 +2,014	+5%	+$68.3K	0.63%	47
2022 Q4	$1.32M	Buy	37,546 +3,908	+12%	+$133K	0.62%	48
2022 Q3	$1.1M	Buy	33,638 +288	+0.9%	+$10.6K	0.57%	48
2022 Q2	$1.17M	Buy	33,350 +312	+0.9%	+$11.3K	0.55%	51
2022 Q1	$1.23M	Buy	33,038 +20,236	+158%	+$702K	0.53%	55
2021 Q4	$458K	Buy	12,802 +900	+8%	+$30.4K	0.18%	103
2021 Q3	$380K	Buy	11,902 +2,722	+30%	+$91K	0.16%	109
2021 Q2	$290K	Buy	9,180 +150	+2%	+$4.91K	0.12%	125
2021 Q1	$289K	Buy	9,030 +8,000	+777%	+$248K	0.13%	119
2020 Q4	$32K	Hold	1,030	–	–	0.01%	170
2020 Q3	$31K	Hold	1,030	–	–	0.02%	166
2020 Q2	$29K	Hold	1,030	–	–	0.02%	170
2020 Q1	$29K	Buy	1,030 +410	+66%	+$13.1K	0.02%	175
2019 Q4	$20K	Buy	+620	New	+$19.7K	0.01%	193
2019 Q1	–	Sell	-350	Closed	-$9K	–	372
2018 Q4	$9K	Hold	350	–	–	0.01%	227
2018 Q3	$9K	Buy	+350	New	+$9.3K	﹤0.01%	242

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

Peoples Financial Services Corp's XLU Position: Q1 2026 in Review

Peoples Financial Services Corp reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.3% in Q1 2026, selling an estimated $33K and leaving 31,905 shares worth $1.46M. The position accounts for 0.69% of the portfolio, ranked #42.

Peoples Financial Services Corp first reported a position in XLU in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.63M in Q3 2024. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Peoples Financial Services Corp held 31,905 shares of State Street Utilities Select Sector SPDR ETF worth $1.46M as of Q1 2026.
Peoples Financial Services Corp sold 735 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $33K.
State Street Utilities Select Sector SPDR ETF made up 0.69% of Peoples Financial Services Corp's portfolio in Q1 2026, its #42 holding.
Peoples Financial Services Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2018 and has held it in 28 quarters since.
Peoples Financial Services Corp's State Street Utilities Select Sector SPDR ETF position peaked at $1.63M in Q3 2024.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Peoples Financial Services Corp's 13F filing for Q1 2026, filed 20 Apr 2026.