Romano Brothers & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Romano Brothers & Co’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	$351K	Buy	7,750 +19	+0.2%	+$861	0.04%	281
2026 Q1	$355K	Buy	7,731 +2	+0%	+$90	0.04%	268
2025 Q4	$330K	Buy	7,729 +1	+0%	+$44	0.04%	271
2025 Q3	$337K	Buy	7,728 +2	+0%	+$85	0.04%	266
2025 Q2	$315K	Buy	7,726 +2	+0%	+$80	0.04%	266
2025 Q1	$305K	Buy	7,724 +2	+0%	+$78	0.04%	266
2024 Q4	$292K	Hold	7,722	–	–	0.04%	268
2024 Q3	$312K	Buy	7,722 +2	+0%	+$74	0.04%	260
2024 Q2	$263K	Buy	7,720 +102	+1%	+$3.5K	0.04%	267
2024 Q1	$250K	Buy	7,618 +2	+0%	+$62	0.03%	280
2023 Q4	$241K	Sell	7,616 -398	-5%	-$12.2K	0.04%	272
2023 Q3	$236K	Sell	8,014 -298	-4%	-$9.61K	0.04%	275
2023 Q2	$272K	Buy	8,312 +502	+6%	+$16.9K	0.04%	268
2023 Q1	$264K	Buy	7,810 +1,000	+15%	+$33.9K	0.04%	262
2022 Q4	$240K	Sell	6,810 -624	-8%	-$21.2K	0.04%	274
2022 Q3	$243K	Buy	+7,434	New	+$272K	0.04%	266

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

Romano Brothers & Co's XLU Position: Q2 2026 in Review

Romano Brothers & Co increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.25% in Q2 2026, buying an estimated $861 and bringing the position to 7,750 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #281.

Romano Brothers & Co first reported a position in XLU in Q3 2022 and has held it in 16 quarters since. The position peaked at $355K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Romano Brothers & Co held 7,750 shares of State Street Utilities Select Sector SPDR ETF worth $351K as of Q2 2026.
Romano Brothers & Co bought 19 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $861.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #281 holding.
Romano Brothers & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's State Street Utilities Select Sector SPDR ETF position peaked at $355K in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.