Stonebridge Financial Group (Pennsylvania)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	–	Sell	-581,263	Closed	-$26.7M	–	288
2026 Q1	$26.7M	Buy	+581,263	New	+$26.1M	2.19%	10
2025 Q2	–	Sell	-650,830	Closed	-$25.7M	–	965
2025 Q1	$25.7M	Buy	650,830 +608,862	+1,451%	+$23.8M	2.73%	8
2024 Q4	$1.59M	Buy	+41,968	New	+$1.67M	0.18%	95

Other funds holding XLU

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s XLU Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 581,263 shares — an estimated $26.7M sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in XLU in Q4 2024 and held it in 3 quarters. The position peaked at $26.7M in Q1 2026. 1,367 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 581,263 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $26.7M.
Stonebridge Financial Group (Pennsylvania) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
Stonebridge Financial Group (Pennsylvania)'s State Street Utilities Select Sector SPDR ETF position peaked at $26.7M in Q1 2026.
1,367 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.