SNS Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

SNS Financial Group’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
2023 Q1	–	Hold	0	–	-$353K	–	203
2022 Q4	–	Hold	0	–	–	–	144

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SNS Financial Group's XLU Position: Q1 2026 in Review

SNS Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.5% in Q1 2026, buying an estimated $26.4K and bringing the position to 17,462 shares worth $801K. The position accounts for 0.07% of the portfolio, ranked #98.

SNS Financial Group first reported a position in XLU in Q1 2015 and has held it in 35 quarters since. The position peaked at $2.94M in Q1 2015. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

SNS Financial Group held 17,462 shares of State Street Utilities Select Sector SPDR ETF worth $801K as of Q1 2026.
SNS Financial Group bought 588 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $26.4K.
State Street Utilities Select Sector SPDR ETF made up 0.07% of SNS Financial Group's portfolio in Q1 2026, its #98 holding.
SNS Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2015 and has held it in 35 quarters since.
SNS Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $2.94M in Q1 2015.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.