Reliant Investment Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Reliant Investment Partners’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	$524K	Buy	11,414 +264	+2%	+$11.8K	0.43%	56
2025 Q4	$476K	Buy	11,150 +530	+5%	+$23.5K	0.37%	58
2025 Q3	$472K	Sell	10,620 -18	-0.2%	-$761	0.37%	59
2025 Q2	$434K	Sell	10,638 -296	-3%	-$11.8K	0.38%	62
2025 Q1	$431K	Sell	10,934 -648	-6%	-$25.3K	0.44%	56
2024 Q4	$438K	Buy	+11,582	New	+$460K	0.39%	66

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 $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

Reliant Investment Partners's XLU Position: Q1 2026 in Review

Reliant Investment Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.4% in Q1 2026, buying an estimated $11.8K and bringing the position to 11,414 shares worth $524K. The position accounts for 0.43% of the portfolio, ranked #56.

Reliant Investment Partners first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. 1,592 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Reliant Investment Partners held 11,414 shares of State Street Utilities Select Sector SPDR ETF worth $524K as of Q1 2026.
Reliant Investment Partners bought 264 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $11.8K.
State Street Utilities Select Sector SPDR ETF made up 0.43% of Reliant Investment Partners's portfolio in Q1 2026, its #56 holding.
Reliant Investment Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,592 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Reliant Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.