Tompkins Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Tompkins Financial’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	$11.2K	Hold	246	–	–	﹤0.01%	447
2026 Q1	$11.3K	Hold	246	–	–	﹤0.01%	444
2025 Q4	$10.5K	Buy	+246	New	+$10.9K	﹤0.01%	439
2024 Q2	–	Sell	-70	Closed	-$2.3K	–	655
2024 Q1	$2.3K	Buy	+70	New	+$2.19K	﹤0.01%	576
2022 Q4	–	Sell	-13,000	Closed	-$426K	–	632
2022 Q3	$426K	Hold	13,000	–	–	0.07%	124
2022 Q2	$456K	Hold	13,000	–	–	0.07%	122
2022 Q1	$484K	Buy	13,000 +12,800	+6,400%	+$444K	0.07%	128
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	299
2021 Q3	$6K	Buy	+200	New	+$6.68K	﹤0.01%	348
2021 Q1	$6K	Sell	200 -948	-83%	-$29.4K	﹤0.01%	388
2020 Q4	$36K	Sell	1,148 -320	-22%	-$10.1K	0.01%	277
2020 Q3	$44K	Hold	1,468	–	–	0.01%	249
2020 Q2	$41K	Hold	1,468	–	–	0.01%	250
2020 Q1	$41K	Hold	1,468	–	–	0.01%	243
2019 Q4	$47K	Buy	1,468 +320	+28%	+$10.2K	0.01%	260
2019 Q3	$37K	Hold	1,148	–	–	0.01%	246
2019 Q2	$34K	Hold	1,148	–	–	0.01%	261
2019 Q1	$33K	Buy	+1,148	New	+$31.9K	0.01%	268

Other funds holding XLU

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

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

Tompkins Financial's XLU Position: Q2 2026 in Review

Tompkins Financial held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 246 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Tompkins Financial first reported a position in XLU in Q1 2019 and has held it in 18 quarters since. The position peaked at $484K in Q1 2022. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Tompkins Financial held 246 shares of State Street Utilities Select Sector SPDR ETF worth $11.2K as of Q2 2026.
Tompkins Financial 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 Tompkins Financial's portfolio in Q2 2026, its #447 holding.
Tompkins Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2019 and has held it in 18 quarters since.
Tompkins Financial's State Street Utilities Select Sector SPDR ETF position peaked at $484K in Q1 2022.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.