Roble Belko & Company’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Roble Belko & Company’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	$1K	Hold	24	–	–	﹤0.01%	441
2026 Q1	$1K	Hold	24	–	–	﹤0.01%	439
2025 Q4	$1K	Hold	24	–	–	﹤0.01%	448
2025 Q3	$1K	Hold	24	–	–	﹤0.01%	420
2025 Q2	$1K	Hold	24	–	–	﹤0.01%	403
2025 Q1	$1K	Hold	24	–	–	﹤0.01%	389
2024 Q4	$1K	Hold	24	–	–	﹤0.01%	364
2024 Q3	$1K	Hold	24	–	–	﹤0.01%	338
2024 Q2	$1K	Hold	24	–	–	﹤0.01%	320
2024 Q1	$1K	Hold	24	–	–	﹤0.01%	310
2023 Q4	$1K	Hold	24	–	–	﹤0.01%	315
2023 Q3	$1K	Hold	24	–	–	﹤0.01%	283
2023 Q2	$1K	Hold	24	–	–	﹤0.01%	284
2023 Q1	$1K	Hold	24	–	–	﹤0.01%	287
2022 Q4	$1K	Hold	24	–	–	﹤0.01%	310
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	309
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	310
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	364
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	338
2021 Q3	$1K	Buy	+24	New	+$802	﹤0.01%	312
2016 Q2	–	Sell	-248	Closed	-$6K	–	304
2016 Q1	$6K	Buy	+248	New	+$5.72K	﹤0.01%	189

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

Roble Belko & Company's XLU Position: Q2 2026 in Review

Roble Belko & Company held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Roble Belko & Company first reported a position in XLU in Q1 2016 and has held it in 21 quarters since. The position peaked at $6K in Q1 2016. 1,583 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Roble Belko & Company held 24 shares of State Street Utilities Select Sector SPDR ETF worth $1K as of Q2 2026.
Roble Belko & Company 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 Roble Belko & Company's portfolio in Q2 2026, its #441 holding.
Roble Belko & Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 21 quarters since.
Roble Belko & Company's State Street Utilities Select Sector SPDR ETF position peaked at $6K in Q1 2016.
1,583 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.