West Branch Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

West Branch Capital’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	–	Sell	-37	Closed	-$1.7K	–	394
2026 Q1	$1.7K	Buy	+37	New	+$1.66K	﹤0.01%	310
2023 Q4	–	Sell	-524	Closed	-$15.4K	–	473
2023 Q3	$15.4K	Hold	524	–	–	0.01%	243
2023 Q2	$17.1K	Hold	524	–	–	0.01%	240
2023 Q1	$17.7K	Hold	524	–	–	0.01%	242
2022 Q4	$18.5K	Buy	524 +300	+134%	+$10.2K	0.01%	232
2022 Q3	$7K	Hold	224	–	–	﹤0.01%	320
2022 Q2	$8K	Hold	224	–	–	﹤0.01%	298
2022 Q1	$8K	Hold	224	–	–	﹤0.01%	321
2021 Q4	$8K	Buy	+224	New	+$7.56K	﹤0.01%	349

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

West Branch Capital's XLU Position: Q2 2026 in Review

West Branch Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 37 shares — an estimated $1.7K sold.

West Branch Capital first reported a position in XLU in Q4 2021 and held it in 9 quarters. The position peaked at $18.5K in Q4 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

West Branch Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
West Branch Capital sold 37 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.7K.
West Branch Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
West Branch Capital's State Street Utilities Select Sector SPDR ETF position peaked at $18.5K in Q4 2022.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.