BOLTON SECURITIES CORPORATION’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$723K	Buy	+15,746	New	+$706K	0.03%	432
2025 Q3	$168K	Buy	+3,850	New	+$163K	0.01%	792
2025 Q1	$124K	Buy	+3,142	New	+$123K	0.01%	804

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XLU Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 15,746 shares worth $723K. The stake represents 0.03% of the portfolio and ranks #432 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in XLU as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in XLU in Q1 2025 and has held it in 3 quarters since. 1,608 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

BOLTON SECURITIES CORPORATION held 15,746 shares of State Street Utilities Select Sector SPDR ETF worth $723K as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #432 holding.
BOLTON SECURITIES CORPORATION first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 3 quarters since.
1,608 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.