Zurich Cantonal Bank’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Zurich Cantonal Bank’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	$1.83M	Sell	39,757 -412	-1%	-$18.7K	﹤0.01%	1185
2026 Q1	$1.84M	Buy	40,169 +3	+0%	+$135	﹤0.01%	1087
2025 Q4	$1.73M	Sell	40,166 -428	-1%	-$19K	﹤0.01%	1029
2025 Q3	$1.77M	Sell	40,594 -488	-1%	-$20.6K	﹤0.01%	985
2025 Q2	$1.67M	Hold	41,082	–	–	﹤0.01%	954
2025 Q1	$1.6M	Sell	41,082 -854	-2%	-$33.4K	﹤0.01%	929
2024 Q4	$1.59M	Buy	41,936 +576	+1%	+$22.9K	﹤0.01%	956
2024 Q3	$1.66M	Buy	41,360 +864	+2%	+$32.1K	0.01%	870
2024 Q2	$1.38M	Buy	+40,496	New	+$1.39M	﹤0.01%	903
2022 Q1	–	Sell	-2	Closed	–	–	2852
2021 Q4	$0	Sell	2 -686	-100%	-$23.1K	﹤0.01%	2946
2021 Q3	$22K	Buy	+688	New	+$23K	﹤0.01%	2775
2018 Q2	–	Sell	-11,450	Closed	-$289K	–	2546
2018 Q1	$289K	Hold	11,450	–	–	﹤0.01%	1030
2017 Q4	$302K	Hold	11,450	–	–	﹤0.01%	988
2017 Q3	$304K	Buy	+11,450	New	+$307K	﹤0.01%	916
2017 Q2	–	Sell	-11,450	Closed	-$294K	–	2571
2017 Q1	$294K	Sell	11,450 -2,540	-18%	-$63.4K	﹤0.01%	918
2016 Q4	$340K	Hold	13,990	–	–	﹤0.01%	892
2016 Q3	$343K	Hold	13,990	–	–	﹤0.01%	894
2016 Q2	$367K	Sell	13,990 -15,400	-52%	-$380K	﹤0.01%	866
2016 Q1	$729K	Hold	29,390	–	–	0.01%	768
2015 Q4	$636K	Hold	29,390	–	–	0.01%	800
2015 Q3	$636K	Hold	29,390	–	–	0.01%	791
2015 Q2	$609K	Sell	29,390 -1,068	-4%	-$23.4K	0.01%	804
2015 Q1	$677K	Sell	30,458 -780	-2%	-$18K	0.01%	777
2014 Q4	$738K	Sell	31,238 -2,962	-9%	-$67K	0.02%	603
2014 Q3	$720K	Sell	34,200 -4,600	-12%	-$97.5K	0.02%	597
2014 Q2	$859K	Buy	38,800 +26,800	+223%	+$570K	0.03%	594
2014 Q1	$249K	Sell	12,000 -2,600	-18%	-$51.3K	0.01%	805
2013 Q4	$277K	Sell	14,600 -4,000	-22%	-$76.5K	0.01%	778
2013 Q3	$347K	Sell	18,600 -4,400	-19%	-$83.8K	0.01%	710
2013 Q2	$433K	Buy	+23,000	New	+$451K	0.02%	616

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

Zurich Cantonal Bank's XLU Position: Q2 2026 in Review

Zurich Cantonal Bank reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1% in Q2 2026, selling an estimated $18.7K and leaving 39,757 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Zurich Cantonal Bank first reported a position in XLU in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.84M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Zurich Cantonal Bank held 39,757 shares of State Street Utilities Select Sector SPDR ETF worth $1.83M as of Q2 2026.
Zurich Cantonal Bank sold 412 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $18.7K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #1185 holding.
Zurich Cantonal Bank first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 30 quarters since.
Zurich Cantonal Bank's State Street Utilities Select Sector SPDR ETF position peaked at $1.84M in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.