Trust Company of Vermont’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Trust Company of Vermont’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	$83.7K	Buy	+1,847	New	+$83.7K	﹤0.01%	512
2025 Q4	$53.8K	Hold	1,260	–	–	﹤0.01%	549
2025 Q3	$54.9K	Hold	1,260	–	–	﹤0.01%	542
2025 Q2	$51.4K	Hold	1,260	–	–	﹤0.01%	545
2025 Q1	$49.7K	Sell	1,260 -240	-16%	-$9.38K	﹤0.01%	515
2024 Q4	$56.8K	Buy	1,500 +300	+25%	+$11.9K	﹤0.01%	510
2024 Q3	$48.5K	Hold	1,200	–	–	﹤0.01%	523
2024 Q2	$40.9K	Hold	1,200	–	–	﹤0.01%	520
2024 Q1	$39.4K	Hold	1,200	–	–	﹤0.01%	521
2023 Q4	$38K	Buy	1,200 +200	+20%	+$6.12K	﹤0.01%	464
2023 Q3	$29.5K	Hold	1,000	–	–	﹤0.01%	521
2023 Q2	$32.7K	Hold	1,000	–	–	﹤0.01%	531
2023 Q1	$33.8K	Hold	1,000	–	–	﹤0.01%	545
2022 Q4	$35.3K	Buy	+1,000	New	+$34K	﹤0.01%	518
2021 Q3	–	Sell	-1,050	Closed	-$33K	–	732
2021 Q2	$33K	Sell	1,050 -1,000	-49%	-$32.7K	﹤0.01%	519
2021 Q1	$66K	Buy	+2,050	New	+$63.6K	﹤0.01%	434
2020 Q4	–	Sell	-300	Closed	-$9K	–	793
2020 Q3	$9K	Hold	300	–	–	﹤0.01%	620
2020 Q2	$8K	Hold	300	–	–	﹤0.01%	655
2020 Q1	$8K	Sell	300 -268	-47%	-$8.57K	﹤0.01%	695
2019 Q4	$18K	Sell	568 -60	-10%	-$1.91K	﹤0.01%	628
2019 Q3	$20K	Sell	628 -366	-37%	-$11.3K	﹤0.01%	622
2019 Q2	$30K	Buy	994 +194	+24%	+$5.7K	﹤0.01%	560
2019 Q1	$23K	Hold	800	–	–	﹤0.01%	592
2018 Q4	$21K	Hold	800	–	–	﹤0.01%	613
2018 Q3	$21K	Sell	800 -300	-27%	-$7.97K	﹤0.01%	681
2018 Q2	$29K	Sell	1,100 -1,600	-59%	-$40.2K	﹤0.01%	624
2018 Q1	$68K	Sell	2,700 -400	-13%	-$9.98K	0.01%	456
2017 Q4	$82K	Hold	3,100	–	–	0.01%	430
2017 Q3	$82K	Sell	3,100 -194	-6%	-$5.21K	0.01%	425
2017 Q2	$86K	Hold	3,294	–	–	0.01%	432
2017 Q1	$85K	Sell	3,294 -50	-1%	-$1.25K	0.01%	422
2016 Q4	$81K	Hold	3,344	–	–	0.01%	413
2016 Q3	$82K	Hold	3,344	–	–	0.01%	372
2016 Q2	$88K	Hold	3,344	–	–	0.01%	331
2016 Q1	$83K	Hold	3,344	–	–	0.01%	334
2015 Q4	$72K	Sell	3,344 -300	-8%	-$6.5K	0.01%	352
2015 Q3	$79K	Hold	3,644	–	–	0.01%	334
2015 Q2	$76K	Sell	3,644 -500	-12%	-$10.9K	0.01%	345
2015 Q1	$92K	Hold	4,144	–	–	0.01%	320
2014 Q4	$98K	Hold	4,144	–	–	0.01%	312
2014 Q3	$87K	Buy	4,144 +1,494	+56%	+$31.7K	0.01%	324
2014 Q2	$59K	Hold	2,650	–	–	0.01%	355
2014 Q1	$55K	Sell	2,650 -1,260	-32%	-$24.8K	0.01%	356
2013 Q4	$74K	Sell	3,910 -940	-19%	-$18K	0.01%	310
2013 Q3	$91K	Hold	4,850	–	–	0.02%	280
2013 Q2	$91K	Buy	+4,850	New	+$95K	0.02%	277

Other funds holding XLU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Trust Company of Vermont's XLU Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 1,847 shares worth $83.7K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in XLU as recently as Q4 2025.

Trust Company of Vermont first reported a position in XLU in Q2 2013 and has held it in 46 quarters since. The position peaked at $98K in Q4 2014. 1,036 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Trust Company of Vermont held 1,847 shares of State Street Utilities Select Sector SPDR ETF worth $83.7K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Trust Company of Vermont position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #512 holding.
Trust Company of Vermont first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 46 quarters since.
Trust Company of Vermont's State Street Utilities Select Sector SPDR ETF position peaked at $98K in Q4 2014.
1,036 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.