TCTC Holdings’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

TCTC Holdings’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 Q1	–	Sell	-92	Closed	-$3.93K	–	601
2025 Q4	$3.93K	Hold	92	–	–	﹤0.01%	556
2025 Q3	$4.01K	Hold	92	–	–	﹤0.01%	550
2025 Q2	$3.76K	Hold	92	–	–	﹤0.01%	588
2025 Q1	$3.63K	Hold	92	–	–	﹤0.01%	621
2024 Q4	$3.48K	Hold	92	–	–	﹤0.01%	650
2024 Q3	$3.72K	Hold	92	–	–	﹤0.01%	472
2024 Q2	$3.13K	Buy	92 +10	+12%	+$343	﹤0.01%	480
2024 Q1	$2.69K	Hold	82	–	–	﹤0.01%	496
2023 Q4	$2.6K	Hold	82	–	–	﹤0.01%	464
2023 Q3	$2.42K	Hold	82	–	–	﹤0.01%	420
2023 Q2	$2.68K	Hold	82	–	–	﹤0.01%	404
2023 Q1	$2.77K	Hold	82	–	–	﹤0.01%	440
2022 Q4	$2.89K	Hold	82	–	–	﹤0.01%	404
2022 Q3	$3K	Hold	82	–	–	﹤0.01%	402
2022 Q2	$3K	Hold	82	–	–	﹤0.01%	396
2022 Q1	$3K	Buy	+82	New	+$2.84K	﹤0.01%	407
2015 Q2	–	Sell	-19,000	Closed	-$422K	–	178
2015 Q1	$422K	Sell	19,000 -1,600	-8%	-$37K	0.02%	121
2014 Q4	$486K	Hold	20,600	–	–	0.03%	122
2014 Q3	$434K	Hold	20,600	–	–	0.03%	125
2014 Q2	$456K	Hold	20,600	–	–	0.03%	109
2014 Q1	$427K	Hold	20,600	–	–	0.02%	124
2013 Q4	$391K	Hold	20,600	–	–	0.02%	127
2013 Q3	$385K	Hold	20,600	–	–	0.02%	127
2013 Q2	$388K	Buy	+20,600	New	+$404K	0.03%	122

Other funds holding XLU

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

TCTC Holdings's XLU Position: Q1 2026 in Review

TCTC Holdings sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 92 shares — an estimated $3.93K sold.

TCTC Holdings first reported a position in XLU in Q2 2013 and held it in 24 quarters. The position peaked at $486K in Q4 2014. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

TCTC Holdings reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
TCTC Holdings sold 92 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $3.93K.
TCTC Holdings first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 24 quarters.
TCTC Holdings's State Street Utilities Select Sector SPDR ETF position peaked at $486K in Q4 2014.
1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.