Richards, Merrill & Peterson’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Richards, Merrill & Peterson's XLU Position: Q2 2026 in Review
Richards, Merrill & Peterson increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 39% in Q2 2026, buying an estimated $224K and bringing the position to 17,500 shares worth $793K. The position accounts for 0.25% of the portfolio, ranked #99.
Richards, Merrill & Peterson first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Richards, Merrill & Peterson held 17,500 shares of State Street Utilities Select Sector SPDR ETF worth $793K as of Q2 2026.
- Richards, Merrill & Peterson bought 4,950 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $224K.
- State Street Utilities Select Sector SPDR ETF made up 0.25% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #99 holding.
- Richards, Merrill & Peterson first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.