Rice Partnership’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$34.9K Hold
770
﹤0.01% 154
2026
Q1
$35.3K Buy
770
+370
+93% +$16.6K ﹤0.01% 154
2025
Q4
$17.1K Buy
+400
New +$17.7K ﹤0.01% 160
2022
Q1
Sell
-156
Closed -$6K 153
2021
Q4
$6K Buy
+156
New +$5.26K ﹤0.01% 139
2021
Q1
Sell
-200
Closed -$6K 122
2020
Q4
$6K Buy
+200
New +$6.33K ﹤0.01% 110

Other funds holding XLU

Rice Partnership's XLU Position: Q2 2026 in Review

Rice Partnership held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 770 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

Rice Partnership first reported a position in XLU in Q4 2020 and has held it in 5 quarters since. The position peaked at $35.3K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Rice Partnership held 770 shares of State Street Utilities Select Sector SPDR ETF worth $34.9K as of Q2 2026.
  • Rice Partnership left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Rice Partnership's portfolio in Q2 2026, its #154 holding.
  • Rice Partnership first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 5 quarters since.
  • Rice Partnership's State Street Utilities Select Sector SPDR ETF position peaked at $35.3K in Q1 2026.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.