Bartlett & Co Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bartlett & Co Wealth Management’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	$278K	Buy	6,001 +471	+9%	+$21.1K	﹤0.01%	408
2025 Q4	$236K	Hold	5,530	–	–	﹤0.01%	433
2025 Q3	$241K	Hold	5,530	–	–	﹤0.01%	426
2025 Q2	$226K	Buy	5,530 +350	+7%	+$13.9K	﹤0.01%	428
2025 Q1	$204K	Hold	5,180	–	–	﹤0.01%	442
2024 Q4	$196K	Hold	5,180	–	–	﹤0.01%	444
2024 Q3	$209K	Hold	5,180	–	–	﹤0.01%	435
2024 Q2	$176K	Sell	5,180 -1,970	-28%	-$67.7K	﹤0.01%	452
2024 Q1	$235K	Sell	7,150 -39,594	-85%	-$1.24M	﹤0.01%	436
2023 Q4	$1.48M	Buy	46,744 +45,744	+4,574%	+$1.4M	0.02%	234
2023 Q3	$29.5K	Hold	1,000	–	–	﹤0.01%	742
2023 Q2	$32.7K	Hold	1,000	–	–	﹤0.01%	736
2023 Q1	$33.8K	Hold	1,000	–	–	﹤0.01%	627
2022 Q4	$35.3K	Hold	1,000	–	–	﹤0.01%	627
2022 Q3	$32.8K	Hold	1,000	–	–	﹤0.01%	632
2022 Q2	$35.1K	Hold	1,000	–	–	﹤0.01%	635
2022 Q1	$37.2K	Buy	+1,000	New	+$34.7K	﹤0.01%	635
2021 Q4	–	Sell	-1,000	Closed	-$31.9K	–	906
2021 Q3	$31.9K	Hold	1,000	–	–	﹤0.01%	572
2021 Q2	$31.6K	Hold	1,000	–	–	﹤0.01%	574
2021 Q1	$32K	Hold	1,000	–	–	﹤0.01%	606
2020 Q4	$31.4K	Hold	1,000	–	–	﹤0.01%	604
2020 Q3	$29.7K	Hold	1,000	–	–	﹤0.01%	568
2020 Q2	$28.2K	Hold	1,000	–	–	﹤0.01%	568
2020 Q1	$27.7K	Hold	1,000	–	–	﹤0.01%	543
2019 Q4	$32.3K	Sell	1,000 -500	-33%	-$15.9K	﹤0.01%	595
2019 Q3	$48.6K	Buy	+1,500	New	+$46.3K	﹤0.01%	536
2018 Q3	–	Sell	-2,070	Closed	-$53.8K	–	743
2018 Q2	$53.8K	Hold	2,070	–	–	﹤0.01%	414
2018 Q1	$52.3K	Buy	+2,070	New	+$51.7K	﹤0.01%	419

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bartlett & Co Wealth Management's XLU Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.5% in Q1 2026, buying an estimated $21.1K and bringing the position to 6,001 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Bartlett & Co Wealth Management first reported a position in XLU in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.48M in Q4 2023. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Bartlett & Co Wealth Management held 6,001 shares of State Street Utilities Select Sector SPDR ETF worth $278K as of Q1 2026.
Bartlett & Co Wealth Management bought 471 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $21.1K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #408 holding.
Bartlett & Co Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and has held it in 28 quarters since.
Bartlett & Co Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.48M in Q4 2023.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.