Signet Financial Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Signet Financial Management’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 Q1	$442K	Buy	9,624 +846	+10%	+$38K	0.05%	219
2025 Q4	$375K	Buy	8,778 +46	+0.5%	+$2.04K	0.04%	226
2025 Q3	$381K	Sell	8,732 -944	-10%	-$39.9K	0.04%	223
2025 Q2	$395K	Buy	+9,676	New	+$386K	0.05%	216
2024 Q2	–	Sell	-7,368	Closed	-$242K	–	280
2024 Q1	$242K	Sell	7,368 -4,686	-39%	-$146K	0.03%	253
2023 Q4	$382K	Buy	12,054 +3,874	+47%	+$118K	0.06%	211
2023 Q3	$241K	Sell	8,180 -140	-2%	-$4.51K	0.04%	239
2023 Q2	$272K	Buy	+8,320	New	+$280K	0.04%	239
2022 Q3	–	Sell	-6,188	Closed	-$217K	–	259
2022 Q2	$217K	Buy	6,188 +364	+6%	+$13.2K	0.04%	235
2022 Q1	$217K	Buy	5,824 +44	+0.8%	+$1.52K	0.04%	235
2021 Q4	$207K	Buy	+5,780	New	+$195K	0.03%	247
2021 Q2	–	Sell	-7,388	Closed	-$237K	–	247
2021 Q1	$237K	Sell	7,388 -3,320	-31%	-$103K	0.04%	213
2020 Q4	$336K	Sell	10,708 -834	-7%	-$26.4K	0.07%	191
2020 Q3	$368K	Sell	11,542 -234	-2%	-$6.94K	0.08%	181
2020 Q2	$362K	Buy	11,776 +3,198	+37%	+$92.2K	0.08%	178
2020 Q1	$238K	Sell	8,578 -2,388	-22%	-$76.4K	0.06%	207
2019 Q4	$354K	Buy	10,966 +3,696	+51%	+$117K	0.07%	200
2019 Q3	$223K	Sell	7,270 -434	-6%	-$13.4K	0.04%	218
2019 Q2	$231K	Buy	+7,704	New	+$226K	0.05%	213
2018 Q4	–	Sell	-6,468	Closed	-$170K	–	851
2018 Q3	$170K	Buy	6,468 +336	+5%	+$8.93K	0.03%	245
2018 Q2	$159K	Sell	6,132 -248	-4%	-$6.24K	0.03%	243
2018 Q1	$161K	Buy	+6,380	New	+$159K	0.03%	228

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Signet Financial Management's XLU Position: Q1 2026 in Review

Signet Financial Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.6% in Q1 2026, buying an estimated $38K and bringing the position to 9,624 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #219.

Signet Financial Management first reported a position in XLU in Q1 2018 and has held it in 22 quarters since. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Signet Financial Management held 9,624 shares of State Street Utilities Select Sector SPDR ETF worth $442K as of Q1 2026.
Signet Financial Management bought 846 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $38K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Signet Financial Management's portfolio in Q1 2026, its #219 holding.
Signet Financial Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and has held it in 22 quarters since.
1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.