SC
XLU icon

SouthState Corp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

SouthState Corp’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 		$163K Buy
3,596
+404
+13% +$18.3K 0.01% 368
2026
Q1 		$146K Sell
3,192
-170
-5% -$7.63K 0.01% 344
2025
Q4 		$144K Buy
3,362
+220
+7% +$9.74K 0.01% 349
2025
Q3 		$137K Buy
3,142
+1,142
+57% +$48.3K 0.01% 358
2025
Q2 		$81.7K Sell
2,000
-770
-28% -$30.7K ﹤0.01% 454
2025
Q1 		$109K Buy
2,770
+770
+39% +$30.1K 0.01% 419
2024
Q4 		$75.7K Buy
2,000
+212
+12% +$8.41K 0.01% 333
2024
Q3 		$72.2K Buy
1,788
+66
+4% +$2.45K 0.01% 339
2024
Q2 		$58.7K Hold
1,722
– – ﹤0.01% 354
2024
Q1 		$56.5K Hold
1,722
– – ﹤0.01% 361
2023
Q4 		$54.5K Sell
1,722
-2,594
-60% -$79.3K ﹤0.01% 346
2023
Q3 		$127K Sell
4,316
-64
-1% -$2.06K 0.01% 269
2023
Q2 		$143K Buy
4,380
+412
+10% +$13.9K 0.01% 261
2023
Q1 		$134K Hold
3,968
– – 0.01% 283
2022
Q4 		$140K Hold
3,968
– – 0.01% 296
2022
Q3 		$130K Hold
3,968
– – 0.01% 290
2022
Q2 		$139K Sell
3,968
-70
-2% -$2.53K 0.01% 286
2022
Q1 		$151K Buy
4,038
+532
+15% +$18.4K 0.01% 305
2021
Q4 		$125K Buy
3,506
+920
+36% +$31K 0.01% 310
2021
Q3 		$83K Hold
2,586
– – 0.01% 311
2021
Q2 		$82K Hold
2,586
– – 0.01% 273
2021
Q1 		$83K Hold
2,586
– – 0.01% 270
2020
Q4 		$81K Hold
2,586
– – 0.01% 267
2020
Q3 		$77K Buy
+2,586
New +$76.7K 0.01% 262

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

SouthState Corp's XLU Position: Q2 2026 in Review

SouthState Corp increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 13% in Q2 2026, buying an estimated $18.3K and bringing the position to 3,596 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #368.

SouthState Corp first reported a position in XLU in Q3 2020 and has held it in 24 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • SouthState Corp held 3,596 shares of State Street Utilities Select Sector SPDR ETF worth $163K as of Q2 2026.
  • SouthState Corp bought 404 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $18.3K.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of SouthState Corp's portfolio in Q2 2026, its #368 holding.
  • SouthState Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.