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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$85.6K Hold
1,888
0.01% 205
2026
Q1
$86.6K Hold
1,888
0.01% 195
2025
Q4
$80.6K Hold
1,888
0.01% 198
2025
Q3
$82.3K Hold
1,888
0.01% 200
2025
Q2
$77.1K Hold
1,888
0.01% 185
2025
Q1
$74.4K Hold
1,888
0.01% 184
2024
Q4
$71.5K Hold
1,888
0.01% 183
2024
Q3
$76.3K Hold
1,888
0.01% 173
2024
Q2
$64.3K Hold
1,888
0.01% 177
2024
Q1
$62K Buy
+1,888
New +$58.9K 0.01% 180

Other funds holding XLU

Security National Bank's XLU Position: Q2 2026 in Review

Security National Bank held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 1,888 shares worth $85.6K. The position accounts for 0.01% of the portfolio, ranked #205.

Security National Bank first reported a position in XLU in Q1 2024 and has held it in 10 quarters since. The position peaked at $86.6K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Security National Bank held 1,888 shares of State Street Utilities Select Sector SPDR ETF worth $85.6K as of Q2 2026.
  • Security National Bank 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 Security National Bank's portfolio in Q2 2026, its #205 holding.
  • Security National Bank first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Security National Bank's State Street Utilities Select Sector SPDR ETF position peaked at $86.6K 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 Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.