Ballast Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Ballast Financial Advisors's XLU Position: Q2 2026 in Review
Ballast Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.1% in Q2 2026, buying an estimated $24.1K and bringing the position to 6,386 shares worth $290K. The position accounts for 0.26% of the portfolio, ranked #57.
Ballast Financial Advisors first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Ballast Financial Advisors held 6,386 shares of State Street Utilities Select Sector SPDR ETF worth $290K as of Q2 2026.
- Ballast Financial Advisors bought 533 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $24.1K.
- State Street Utilities Select Sector SPDR ETF made up 0.26% of Ballast Financial Advisors's portfolio in Q2 2026, its #57 holding.
- Ballast Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Ballast Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.