RiverGlades Family Offices’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

RiverGlades Family Offices’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	$321K	Buy	7,080 +265	+4%	+$12K	0.15%	92
2026 Q1	$313K	Buy	+6,815	New	+$306K	0.18%	68
2025 Q3	$299K	Sell	6,850 -70	-1%	-$2.96K	0.18%	72
2025 Q2	$283K	Buy	6,920 +280	+4%	+$11.2K	0.19%	74
2025 Q1	$262K	Buy	6,640 +60	+0.9%	+$2.34K	0.19%	74
2024 Q4	$249K	Buy	6,580 +420	+7%	+$16.7K	0.18%	73
2024 Q3	$249K	Buy	+6,160	New	+$229K	0.18%	75

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

RiverGlades Family Offices's XLU Position: Q2 2026 in Review

RiverGlades Family Offices increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.9% in Q2 2026, buying an estimated $12K and bringing the position to 7,080 shares worth $321K. The position accounts for 0.15% of the portfolio, ranked #92.

RiverGlades Family Offices first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

RiverGlades Family Offices held 7,080 shares of State Street Utilities Select Sector SPDR ETF worth $321K as of Q2 2026.
RiverGlades Family Offices bought 265 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $12K.
State Street Utilities Select Sector SPDR ETF made up 0.15% of RiverGlades Family Offices's portfolio in Q2 2026, its #92 holding.
RiverGlades Family Offices first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on RiverGlades Family Offices's 13F filing for Q2 2026, filed 10 Aug 2026.