Resources Management Corp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Resources Management 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 Q2	–	Sell	-260	Closed	-$12K	–	391
2026 Q1	$12K	Hold	260	–	–	﹤0.01%	335
2025 Q4	$11K	Hold	260	–	–	﹤0.01%	353
2025 Q3	$11K	Sell	260 -120	-32%	-$5.08K	﹤0.01%	336
2025 Q2	$16K	Hold	380	–	–	﹤0.01%	329
2025 Q1	$15K	Buy	380 +60	+19%	+$2.34K	﹤0.01%	338
2024 Q4	$12K	Hold	320	–	–	﹤0.01%	349
2024 Q3	$13K	Hold	320	–	–	﹤0.01%	354
2024 Q2	$11K	Hold	320	–	–	﹤0.01%	349
2024 Q1	$11K	Hold	320	–	–	﹤0.01%	363
2023 Q4	$10K	Buy	320 +300	+1,500%	+$9.17K	﹤0.01%	367
2023 Q3	$1K	Hold	20	–	–	﹤0.01%	435
2023 Q2	$1K	Buy	+20	New	+$673	﹤0.01%	438
2021 Q1	–	Sell	-110	Closed	-$3K	–	510
2020 Q4	$3K	Hold	110	–	–	﹤0.01%	464
2020 Q3	$3K	Hold	110	–	–	﹤0.01%	421
2020 Q2	$3K	Hold	110	–	–	﹤0.01%	449
2020 Q1	$3K	Hold	110	–	–	﹤0.01%	445
2019 Q4	$4K	Hold	110	–	–	﹤0.01%	427
2019 Q3	$4K	Buy	+110	New	+$3.39K	﹤0.01%	466
2018 Q4	$2K	Hold	110	–	–	﹤0.01%	469
2018 Q3	$2K	Buy	+110	New	+$2.92K	﹤0.01%	435

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

Resources Management Corp's XLU Position: Q2 2026 in Review

Resources Management Corp sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 260 shares — an estimated $12K sold.

Resources Management Corp first reported a position in XLU in Q3 2018 and held it in 20 quarters. The position peaked at $16K in Q2 2025. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Resources Management Corp reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 260 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $12K.
Resources Management Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2018 and held it in 20 quarters.
Resources Management Corp's State Street Utilities Select Sector SPDR ETF position peaked at $16K in Q2 2025.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.