Washington Trust Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Washington Trust Advisors’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	$4.53K	Sell	100 -71	-42%	-$3.22K	﹤0.01%	581
2026 Q1	$7.85K	Sell	171 -165	-49%	-$7.4K	﹤0.01%	510
2025 Q4	$14.3K	Hold	336	–	–	﹤0.01%	465
2025 Q3	$14.7K	Hold	336	–	–	﹤0.01%	476
2025 Q2	$13.7K	Hold	336	–	–	﹤0.01%	441
2025 Q1	$13.2K	Sell	336 -516	-61%	-$20.2K	﹤0.01%	439
2024 Q4	$32.2K	Hold	852	–	–	﹤0.01%	361
2024 Q3	$34.4K	Sell	852 -170	-17%	-$6.31K	﹤0.01%	364
2024 Q2	$34.8K	Hold	1,022	–	–	﹤0.01%	352
2024 Q1	$33.5K	Hold	1,022	–	–	﹤0.01%	360
2023 Q4	$32.4K	Hold	1,022	–	–	﹤0.01%	356
2023 Q3	$30.1K	Hold	1,022	–	–	﹤0.01%	355
2023 Q2	$33.4K	Hold	1,022	–	–	﹤0.01%	336
2023 Q1	$34.6K	Sell	1,022 -34	-3%	-$1.15K	﹤0.01%	351
2022 Q4	$37.2K	Hold	1,056	–	–	﹤0.01%	341
2022 Q3	$35K	Buy	1,056 +252	+31%	+$9.23K	﹤0.01%	442
2022 Q2	$28K	Buy	804 +770	+2,265%	+$27.9K	﹤0.01%	486
2022 Q1	$1K	Sell	34 -82	-71%	-$2.84K	﹤0.01%	989
2021 Q4	$4K	Buy	+116	New	+$3.91K	﹤0.01%	900

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 22.9% 1-Year Est. Return

Washington Trust Advisors's XLU Position: Q2 2026 in Review

Washington Trust Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 42% in Q2 2026, selling an estimated $3.22K and leaving 100 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Washington Trust Advisors first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $37.2K in Q4 2022. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Washington Trust Advisors held 100 shares of State Street Utilities Select Sector SPDR ETF worth $4.53K as of Q2 2026.
Washington Trust Advisors sold 71 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.22K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #581 holding.
Washington Trust Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $37.2K in Q4 2022.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.