Sittner & Nelson’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sittner & Nelson’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	$18.1K	Hold	400	–	–	0.01%	389
2026 Q1	$18.4K	Hold	400	–	–	0.01%	394
2025 Q4	$17.3K	Hold	400	–	–	0.01%	358
2025 Q3	$17.4K	Hold	400	–	–	0.01%	331
2025 Q2	$16.3K	Hold	400	–	–	0.01%	338
2025 Q1	$15.8K	Hold	400	–	–	0.01%	331
2024 Q4	$15.1K	Hold	400	–	–	0.01%	321
2024 Q3	$16.2K	Hold	400	–	–	0.01%	316
2024 Q2	$13.6K	Hold	400	–	–	0.01%	323
2024 Q1	$13.1K	Hold	400	–	–	0.01%	322
2023 Q4	$12.7K	Hold	400	–	–	0.01%	328
2023 Q3	$11.8K	Sell	400 -150	-27%	-$4.83K	0.01%	329
2023 Q2	$18K	Buy	550 +150	+38%	+$5.05K	0.01%	292
2023 Q1	$13.5K	Hold	400	–	–	0.01%	334
2022 Q4	$14.1K	Hold	400	–	–	0.01%	310
2022 Q3	$13K	Hold	400	–	–	0.01%	307
2022 Q2	$14K	Hold	400	–	–	0.01%	331
2022 Q1	$15K	Hold	400	–	–	0.01%	312
2021 Q4	$14K	Hold	400	–	–	0.01%	315
2021 Q3	$13K	Hold	400	–	–	0.01%	300
2021 Q2	$13K	Hold	400	–	–	0.01%	287
2021 Q1	$13K	Hold	400	–	–	0.01%	279
2020 Q4	$13K	Buy	+400	New	+$12.7K	0.01%	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

Sittner & Nelson's XLU Position: Q2 2026 in Review

Sittner & Nelson held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 400 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #389.

Sittner & Nelson first reported a position in XLU in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.4K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Sittner & Nelson held 400 shares of State Street Utilities Select Sector SPDR ETF worth $18.1K as of Q2 2026.
Sittner & Nelson 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 Sittner & Nelson's portfolio in Q2 2026, its #389 holding.
Sittner & Nelson first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Sittner & Nelson's State Street Utilities Select Sector SPDR ETF position peaked at $18.4K in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.