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 Q2	$199K	Hold	4,392	–	–	0.11%	126
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 $1.55T 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

South Plains Financial's XLU Position: Q2 2026 in Review

South Plains Financial held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 4,392 shares worth $199K. The position accounts for 0.11% of the portfolio, ranked #126.

South Plains Financial first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $202K in Q1 2026. 1,581 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

South Plains Financial held 4,392 shares of State Street Utilities Select Sector SPDR ETF worth $199K as of Q2 2026.
South Plains Financial left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.11% of South Plains Financial's portfolio in Q2 2026, its #126 holding.
South Plains Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
South Plains Financial's State Street Utilities Select Sector SPDR ETF position peaked at $202K in Q1 2026.
1,581 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.