RiverFront Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

RiverFront Investment Group’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	$234K	Sell	5,165 -5,621	-52%	-$255K	﹤0.01%	400
2026 Q1	$495K	Buy	10,786 +6	+0.1%	+$269	0.01%	264
2025 Q4	$460K	Sell	10,780 -496	-4%	-$22K	0.01%	246
2025 Q3	$492K	Sell	11,276 -1,278	-10%	-$54.1K	0.01%	216
2025 Q2	$513K	Buy	12,554 +5,012	+66%	+$200K	0.01%	200
2025 Q1	$297K	Buy	7,542 +166	+2%	+$6.49K	0.01%	238
2024 Q4	$279K	Sell	7,376 -262	-3%	-$10.4K	0.01%	207
2024 Q3	$308K	Hold	7,638	–	–	0.01%	178
2024 Q2	$260K	Buy	7,638 +586	+8%	+$20.1K	0.01%	146
2024 Q1	$231K	Sell	7,052 -460	-6%	-$14.4K	0.01%	119
2023 Q4	$238K	Buy	+7,512	New	+$230K	0.01%	105
2020 Q1	–	Sell	-1,109,104	Closed	-$35.8M	–	67
2019 Q4	$35.8M	Sell	1,109,104 -8,338	-0.7%	-$265K	0.86%	29
2019 Q3	$36.2M	Buy	+1,117,442	New	+$34.5M	0.89%	27
2014 Q3	–	Sell	-1,293,988	Closed	-$28.6M	–	94
2014 Q2	$28.6M	Sell	1,293,988 -1,274,762	-50%	-$27.1M	0.71%	41
2014 Q1	$53.3M	Buy	+2,568,750	New	+$50.6M	1.41%	22

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

RiverFront Investment Group's XLU Position: Q2 2026 in Review

RiverFront Investment Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 52% in Q2 2026, selling an estimated $255K and leaving 5,165 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

RiverFront Investment Group first reported a position in XLU in Q1 2014 and has held it in 15 quarters since. The position peaked at $53.3M in Q1 2014. 1,581 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

RiverFront Investment Group held 5,165 shares of State Street Utilities Select Sector SPDR ETF worth $234K as of Q2 2026.
RiverFront Investment Group sold 5,621 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $255K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of RiverFront Investment Group's portfolio in Q2 2026, its #400 holding.
RiverFront Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2014 and has held it in 15 quarters since.
RiverFront Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $53.3M in Q1 2014.
1,581 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.