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 Q2	$488K	Sell	10,759 -655	-6%	-$29.7K	0.33%	67
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 $1.55T 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

Reliant Investment Partners's XLU Position: Q2 2026 in Review

Reliant Investment Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.7% in Q2 2026, selling an estimated $29.7K and leaving 10,759 shares worth $488K. The position accounts for 0.33% of the portfolio, ranked #67.

Reliant Investment Partners first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $524K in Q1 2026. 1,583 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Reliant Investment Partners held 10,759 shares of State Street Utilities Select Sector SPDR ETF worth $488K as of Q2 2026.
Reliant Investment Partners sold 655 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $29.7K.
State Street Utilities Select Sector SPDR ETF made up 0.33% of Reliant Investment Partners's portfolio in Q2 2026, its #67 holding.
Reliant Investment Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Reliant Investment Partners's State Street Utilities Select Sector SPDR ETF position peaked at $524K in Q1 2026.
1,583 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Reliant Investment Partners's 13F filing for Q2 2026, filed 11 Aug 2026.