SMBT
XLU icon

Southern Michigan Bank & Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Southern Michigan Bank & Trust’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 		$11.8K Hold
260
– – ﹤0.01% 315
2026
Q1 		$11.9K Buy
+260
New +$11.7K ﹤0.01% 310

Other funds holding XLU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Southern Michigan Bank & Trust's XLU Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 260 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Southern Michigan Bank & Trust first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.9K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Southern Michigan Bank & Trust held 260 shares of State Street Utilities Select Sector SPDR ETF worth $11.8K as of Q2 2026.
  • Southern Michigan Bank & Trust 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 Southern Michigan Bank & Trust's portfolio in Q2 2026, its #315 holding.
  • Southern Michigan Bank & Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's State Street Utilities Select Sector SPDR ETF position peaked at $11.9K in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.