Security National Bank of Sioux City Iowa’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Security National Bank of Sioux City Iowa’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	$36.3K	Buy	+800	New	+$36.2K	0.01%	194

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 22.9% 1-Year Est. Return

Security National Bank of Sioux City Iowa's XLU Position: Q2 2026 in Review

Security National Bank of Sioux City Iowa opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 800 shares worth $36.3K. The stake represents 0.01% of the portfolio and ranks #194 among its holdings.

1,584 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Security National Bank of Sioux City Iowa held 800 shares of State Street Utilities Select Sector SPDR ETF worth $36.3K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Security National Bank of Sioux City Iowa position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Security National Bank of Sioux City Iowa's portfolio in Q2 2026, its #194 holding.
1,584 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q2 2026, filed 18 Sep 2026.