WhitTier Trust Company’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

WhitTier Trust 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	$378K	Hold	8,276	–	–	0.01%	431
2026 Q1	$382K	Hold	8,276	–	–	0.01%	409
2025 Q4	$355K	Buy	8,276 +660	+9%	+$29.2K	0.01%	406
2025 Q3	$339K	Sell	7,616 -686	-8%	-$29K	0.01%	401
2025 Q2	$339K	Hold	8,302	–	–	0.01%	443
2025 Q1	$327K	Sell	8,302 -200	-2%	-$7.81K	0.01%	451
2024 Q4	$322K	Sell	8,502 -2,400	-22%	-$95.2K	0.01%	433
2024 Q3	$440K	Hold	10,902	–	–	0.01%	373
2024 Q2	$371K	Hold	10,902	–	–	0.01%	383
2024 Q1	$358K	Buy	10,902 +4,000	+58%	+$125K	0.01%	382
2023 Q4	$219K	Hold	6,902	–	–	0.01%	448
2023 Q3	$203K	Sell	6,902 -518	-7%	-$16.7K	0.01%	448
2023 Q2	$243K	Buy	7,420 +518	+8%	+$17.4K	0.01%	442
2023 Q1	$234K	Buy	6,902 +2,800	+68%	+$94.9K	0.01%	438
2022 Q4	$145K	Hold	4,102	–	–	0.01%	495
2022 Q3	$134K	Hold	4,102	–	–	0.01%	511
2022 Q2	$144K	Hold	4,102	–	–	0.01%	502
2022 Q1	$153K	Hold	4,102	–	–	0.01%	500
2021 Q4	$147K	Hold	4,102	–	–	0.01%	510
2021 Q3	$131K	Hold	4,102	–	–	0.01%	509
2021 Q2	$130K	Hold	4,102	–	–	0.01%	502
2021 Q1	$131K	Hold	4,102	–	–	0.01%	495
2020 Q4	$129K	Hold	4,102	–	–	0.01%	478
2020 Q3	$122K	Hold	4,102	–	–	0.01%	478
2020 Q2	$116K	Hold	4,102	–	–	0.01%	460
2020 Q1	$114K	Buy	4,102 +2,068	+102%	+$66.1K	0.01%	440
2019 Q4	$66K	Hold	2,034	–	–	﹤0.01%	549
2019 Q3	$66K	Hold	2,034	–	–	﹤0.01%	541
2019 Q2	$61K	Hold	2,034	–	–	﹤0.01%	556
2019 Q1	$59K	Hold	2,034	–	–	﹤0.01%	556
2018 Q4	$54K	Sell	2,034 -250	-11%	-$6.79K	﹤0.01%	559
2018 Q3	$60K	Hold	2,284	–	–	﹤0.01%	586
2018 Q2	$59K	Hold	2,284	–	–	﹤0.01%	578
2018 Q1	$58K	Buy	2,284 +1,094	+92%	+$27.3K	﹤0.01%	585
2017 Q4	$31K	Hold	1,190	–	–	﹤0.01%	643
2017 Q3	$32K	Hold	1,190	–	–	﹤0.01%	627
2017 Q2	$31K	Sell	1,190 -250	-17%	-$6.56K	﹤0.01%	627
2017 Q1	$37K	Hold	1,440	–	–	﹤0.01%	585
2016 Q4	$35K	Sell	1,440 -500	-26%	-$11.9K	﹤0.01%	596
2016 Q3	$48K	Buy	1,940 +940	+94%	+$23.9K	0.01%	535
2016 Q2	$26K	Hold	1,000	–	–	﹤0.01%	636
2016 Q1	$25K	Hold	1,000	–	–	﹤0.01%	647
2015 Q4	$22K	Hold	1,000	–	–	﹤0.01%	663
2015 Q3	$22K	Hold	1,000	–	–	﹤0.01%	665
2015 Q2	$21K	Hold	1,000	–	–	﹤0.01%	706
2015 Q1	$22K	Hold	1,000	–	–	﹤0.01%	689
2014 Q4	$24K	Hold	1,000	–	–	﹤0.01%	673
2014 Q3	$21K	Sell	1,000 -600	-38%	-$12.7K	﹤0.01%	693
2014 Q2	$35K	Sell	1,600 -400	-20%	-$8.51K	﹤0.01%	608
2014 Q1	$41K	Sell	2,000 -1,600	-44%	-$31.5K	﹤0.01%	594
2013 Q4	$68K	Hold	3,600	–	–	0.01%	489
2013 Q3	$67K	Hold	3,600	–	–	0.01%	469
2013 Q2	$68K	Buy	+3,600	New	+$70.6K	0.01%	461

Other funds holding XLU

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

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

WhitTier Trust Company's XLU Position: Q2 2026 in Review

WhitTier Trust Company held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 8,276 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #431.

WhitTier Trust Company first reported a position in XLU in Q2 2013 and has held it in 53 quarters since. The position peaked at $440K in Q3 2024. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

WhitTier Trust Company held 8,276 shares of State Street Utilities Select Sector SPDR ETF worth $378K as of Q2 2026.
WhitTier Trust Company left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #431 holding.
WhitTier Trust Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's State Street Utilities Select Sector SPDR ETF position peaked at $440K in Q3 2024.
751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.