White Pine Investment Company’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

White Pine Investment Company’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	$748K	Buy	16,501 +1,536	+10%	+$69.6K	0.16%	54
2026 Q1	$687K	Buy	14,965 +1,237	+9%	+$55.5K	0.16%	53
2025 Q4	$586K	Buy	13,728 +1,188	+9%	+$52.6K	0.14%	52
2025 Q3	$547K	Buy	12,540 +940	+8%	+$39.8K	0.13%	56
2025 Q2	$474K	Buy	+11,600	New	+$462K	0.12%	55

Other funds holding XLU

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

White Pine Investment Company's XLU Position: Q2 2026 in Review

White Pine Investment Company increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 10% in Q2 2026, buying an estimated $69.6K and bringing the position to 16,501 shares worth $748K. The position accounts for 0.16% of the portfolio, ranked #54.

White Pine Investment Company first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. 909 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

White Pine Investment Company held 16,501 shares of State Street Utilities Select Sector SPDR ETF worth $748K as of Q2 2026.
White Pine Investment Company bought 1,536 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $69.6K.
State Street Utilities Select Sector SPDR ETF made up 0.16% of White Pine Investment Company's portfolio in Q2 2026, its #54 holding.
White Pine Investment Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
909 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.