South Plains Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

South Plains Financial’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	$202K	Hold	4,392	–	–	0.12%	124
2025 Q4	$187K	Hold	4,392	–	–	0.11%	129
2025 Q3	$192K	Hold	4,392	–	–	0.12%	128
2025 Q2	$179K	Sell	4,392 -294	-6%	-$11.7K	0.13%	122
2025 Q1	$185K	Sell	4,686 -168	-3%	-$6.56K	0.14%	121
2024 Q4	$184K	Buy	+4,854	New	+$193K	0.14%	118

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

South Plains Financial's XLU Position: Q1 2026 in Review

South Plains Financial held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 4,392 shares worth $202K. The position accounts for 0.12% of the portfolio, ranked #124.

South Plains Financial first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

South Plains Financial held 4,392 shares of State Street Utilities Select Sector SPDR ETF worth $202K as of Q1 2026.
South Plains Financial left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.12% of South Plains Financial's portfolio in Q1 2026, its #124 holding.
South Plains Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.