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SVB Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

SVB Wealth’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 		$219K Sell
4,820
-500
-9% -$22.6K 0.01% 372
2026
Q1 		$244K Sell
5,320
-1,156
-18% -$51.9K 0.02% 343
2025
Q4 		$276K Sell
6,476
-2,262
-26% -$100K 0.02% 347
2025
Q3 		$381K Sell
8,738
-144
-2% -$6.09K 0.02% 321
2025
Q2 		$363K Sell
8,882
-11,538
-57% -$460K 0.02% 336
2025
Q1 		$805K Sell
20,420
-6,520
-24% -$255K 0.03% 174
2024
Q4 		$1.02M Buy
+26,940
New +$1.07M 0.02% 312
2024
Q3 		– Sell
-28,012
Closed -$954K – 639
2024
Q2 		$954K Sell
28,012
-1,580
-5% -$54.3K 0.02% 332
2024
Q1 		$971K Sell
29,592
-22,008
-43% -$687K 0.02% 354
2023
Q4 		$1.63M Sell
51,600
-17,410
-25% -$532K 0.04% 267
2023
Q3 		$2.03M Sell
69,010
-8,786
-11% -$283K 0.04% 222
2023
Q2 		$2.55M Sell
77,796
-2,646
-3% -$89.1K 0.05% 212
2023
Q1 		$2.72M Sell
80,442
-8,468
-10% -$287K 0.04% 223
2022
Q4 		$3.13M Sell
88,910
-1,446
-2% -$49.2K 0.04% 217
2022
Q3 		$2.96M Buy
90,356
+662
+0.7% +$24.3K 0.04% 211
2022
Q2 		$3.15M Buy
89,694
+2,614
+3% +$94.6K 0.05% 181
2022
Q1 		$3.24M Buy
87,080
+7,522
+9% +$261K 0.04% 174
2021
Q4 		$2.85M Sell
79,558
-4,740
-6% -$160K 0.05% 184
2021
Q3 		$2.69M Sell
84,298
-328
-0.4% -$11K 0.03% 221
2021
Q2 		$2.67M Sell
84,626
-1,656
-2% -$54.2K 0.03% 219
2021
Q1 		$2.76M Sell
86,282
-27,202
-24% -$844K 0.04% 211
2020
Q4 		$3.56M Buy
113,484
+17,944
+19% +$568K 0.05% 184
2020
Q3 		$2.84M Buy
95,540
+2,952
+3% +$87.6K 0.05% 190
2020
Q2 		$2.61M Sell
92,588
-16,624
-15% -$479K 0.05% 176
2020
Q1 		$3.03M Buy
109,212
+7,926
+8% +$253K 0.07% 149
2019
Q4 		$3.27M Buy
101,286
+33,066
+48% +$1.05M 0.06% 163
2019
Q3 		$2.21M Buy
68,220
+216
+0.3% +$6.66K 0.04% 193
2019
Q2 		$2.03M Buy
+68,004
New +$2M 0.07% 203

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

SVB Wealth's XLU Position: Q2 2026 in Review

SVB Wealth reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.4% in Q2 2026, selling an estimated $22.6K and leaving 4,820 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #372.

SVB Wealth first reported a position in XLU in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.56M in Q4 2020. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • SVB Wealth held 4,820 shares of State Street Utilities Select Sector SPDR ETF worth $219K as of Q2 2026.
  • SVB Wealth sold 500 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $22.6K.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of SVB Wealth's portfolio in Q2 2026, its #372 holding.
  • SVB Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
  • SVB Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $3.56M in Q4 2020.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.