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Union Bancaire Privee’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Union Bancaire Privee’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 		$2.06M Buy
48,218
+36,716
+319% +$1.66M 0.02% 243
2026
Q1 		$527K Buy
11,502
+11,332
+6,666% +$508K 0.01% 341
2025
Q4 		$5.75K Hold
170
– – ﹤0.01% 471
2025
Q3 		$5.89K Hold
170
– – ﹤0.01% 465
2025
Q2 		$5.52K Hold
170
– – ﹤0.01% 475
2025
Q1 		$5.8K Sell
170
-18,226
-99% -$712K ﹤0.01% 492
2024
Q4 		$699K Buy
+18,396
New +$730K 0.01% 304

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
WA
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Union Bancaire Privee's XLU Position: Q2 2026 in Review

Union Bancaire Privee increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 319% in Q2 2026, buying an estimated $1.66M and bringing the position to 48,218 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #243.

Union Bancaire Privee first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Union Bancaire Privee held 48,218 shares of State Street Utilities Select Sector SPDR ETF worth $2.06M as of Q2 2026.
  • Union Bancaire Privee bought 36,716 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.66M.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Union Bancaire Privee's portfolio in Q2 2026, its #243 holding.
  • Union Bancaire Privee first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.