Wilmington Savings Fund Society’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wilmington Savings Fund Society’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	$130K	Hold	2,876	–	–	﹤0.01%	683
2026 Q1	$132K	Hold	2,876	–	–	﹤0.01%	681
2025 Q4	$123K	Hold	2,876	–	–	﹤0.01%	697
2025 Q3	$125K	Sell	2,876 -6,174	-68%	-$261K	﹤0.01%	687
2025 Q2	$370K	Sell	9,050 -390	-4%	-$15.5K	0.01%	654
2025 Q1	$372K	Buy	9,440 +226	+2%	+$8.83K	0.01%	644
2024 Q4	$349K	Sell	9,214 -418	-4%	-$16.6K	0.01%	673
2024 Q3	$389K	Buy	+9,632	New	+$357K	0.01%	632

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

Wilmington Savings Fund Society's XLU Position: Q2 2026 in Review

Wilmington Savings Fund Society held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 2,876 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Wilmington Savings Fund Society first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $389K in Q3 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Wilmington Savings Fund Society held 2,876 shares of State Street Utilities Select Sector SPDR ETF worth $130K as of Q2 2026.
Wilmington Savings Fund Society 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 Wilmington Savings Fund Society's portfolio in Q2 2026, its #683 holding.
Wilmington Savings Fund Society first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's State Street Utilities Select Sector SPDR ETF position peaked at $389K in Q3 2024.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.