Rockland Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Rockland Trust’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
2025 Q1	–	Sell	-5,742	Closed	-$217K	–	291
2024 Q4	$217K	Buy	5,742 +430	+8%	+$17.1K	0.01%	262
2024 Q3	$215K	Buy	+5,312	New	+$197K	0.01%	271
2024 Q1	–	Sell	-7,014	Closed	-$222K	–	306
2023 Q4	$222K	Buy	+7,014	New	+$214K	0.01%	276
2023 Q1	–	Sell	-6,030	Closed	-$213K	–	309
2022 Q4	$213K	Buy	+6,030	New	+$205K	0.01%	284
2017 Q3	–	Sell	-11,006	Closed	-$286K	–	162
2017 Q2	$286K	Sell	11,006 -430	-4%	-$11.3K	0.04%	140
2017 Q1	$293K	Sell	11,436 -15,490	-58%	-$387K	0.05%	132
2016 Q4	$654K	Buy	26,926 +6,700	+33%	+$160K	0.1%	102
2016 Q3	$495K	Buy	+20,226	New	+$513K	0.09%	104
2016 Q2	–	Sell	-8,644	Closed	-$214K	–	160
2016 Q1	$214K	Buy	+8,644	New	+$200K	0.04%	146
2014 Q1	–	Sell	-12,916	Closed	-$245K	–	133
2013 Q4	$245K	Buy	+12,916	New	+$247K	0.06%	109

Other funds holding XLU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Rockland Trust's XLU Position: Q1 2025 in Review

Rockland Trust sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 5,742 shares — an estimated $217K sold.

Rockland Trust first reported a position in XLU in Q4 2013 and held it in 10 quarters. The position peaked at $654K in Q4 2016. 1,354 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Rockland Trust reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Rockland Trust sold 5,742 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $217K.
Rockland Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and held it in 10 quarters.
Rockland Trust's State Street Utilities Select Sector SPDR ETF position peaked at $654K in Q4 2016.
1,354 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Rockland Trust's 13F filing for Q1 2025, filed 16 Apr 2025.