Balance Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Balance Wealth reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 29% in Q2 2026, selling an estimated $81.5K and leaving 4,418 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #163.

Balance Wealth first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $285K in Q1 2026. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Balance Wealth held 4,418 shares of State Street Utilities Select Sector SPDR ETF worth $200K as of Q2 2026.
Balance Wealth sold 1,800 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $81.5K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Balance Wealth's portfolio in Q2 2026, its #163 holding.
Balance Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Balance Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $285K in Q1 2026.
510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.