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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RiverFront Investment Group's XLU Position: Q1 2026 in Review

RiverFront Investment Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.06% in Q1 2026, buying an estimated $269 and bringing the position to 10,786 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #264.

RiverFront Investment Group first reported a position in XLU in Q1 2014 and has held it in 14 quarters since. The position peaked at $53.3M in Q1 2014. 1,589 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

RiverFront Investment Group held 10,786 shares of State Street Utilities Select Sector SPDR ETF worth $495K as of Q1 2026.
RiverFront Investment Group bought 6 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $269.
State Street Utilities Select Sector SPDR ETF made up 0.01% of RiverFront Investment Group's portfolio in Q1 2026, its #264 holding.
RiverFront Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2014 and has held it in 14 quarters since.
RiverFront Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $53.3M in Q1 2014.
1,589 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.