Stonebridge Financial Group, LLC/CA’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$10.2M	Buy	+223,948	New	+$10.1M	1.41%	19

Other funds holding XLU

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

Stonebridge Financial Group, LLC/CA's XLU Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 223,948 shares worth $10.2M. The stake represents 1.41% of the portfolio and ranks #19 among its holdings.

1,359 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 223,948 shares of State Street Utilities Select Sector SPDR ETF worth $10.2M as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 1.41% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #19 holding.
1,359 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.