Union Savings Bank’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$320K Sell
7,054
-150
-2% -$6.79K 0.13% 98
2026
Q1
$331K Hold
7,204
0.14% 97
2025
Q4
$307K Buy
+7,204
New +$319K 0.13% 103
2025
Q2
$309K Hold
7,204
0.14% 106
2025
Q1
$284K Hold
7,204
0.14% 106
2024
Q4
$273K Sell
7,204
-360
-5% -$14.3K 0.13% 108
2024
Q3
$306K Hold
7,564
0.15% 105
2024
Q2
$258K Sell
7,564
-406
-5% -$13.9K 0.14% 112
2024
Q1
$262K Sell
7,970
-714
-8% -$22.3K 0.14% 113
2023
Q4
$275K Sell
8,684
-424
-5% -$13K 0.16% 114
2023
Q3
$268K Hold
9,108
0.17% 109
2023
Q2
$305K Buy
+9,108
New +$307K 0.18% 104

Other funds holding XLU

Union Savings Bank's XLU Position: Q2 2026 in Review

Union Savings Bank reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.1% in Q2 2026, selling an estimated $6.79K and leaving 7,054 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #98.

Union Savings Bank first reported a position in XLU in Q2 2023 and has held it in 12 quarters since. The position peaked at $331K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Union Savings Bank held 7,054 shares of State Street Utilities Select Sector SPDR ETF worth $320K as of Q2 2026.
  • Union Savings Bank sold 150 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $6.79K.
  • State Street Utilities Select Sector SPDR ETF made up 0.13% of Union Savings Bank's portfolio in Q2 2026, its #98 holding.
  • Union Savings Bank first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
  • Union Savings Bank's State Street Utilities Select Sector SPDR ETF position peaked at $331K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.