BCS Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
BCS Wealth Management's XLU Position: Q2 2026 in Review
BCS Wealth Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 12,036 shares worth $546K. The stake represents 0.1% of the portfolio and ranks #170 among its holdings. This is a return to the name: BCS Wealth Management previously reported a position in XLU as recently as Q4 2025.
BCS Wealth Management first reported a position in XLU in Q4 2025 and has held it in 2 quarters since. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- BCS Wealth Management held 12,036 shares of State Street Utilities Select Sector SPDR ETF worth $546K as of Q2 2026.
- State Street Utilities Select Sector SPDR ETF was a new BCS Wealth Management position in Q2 2026.
- State Street Utilities Select Sector SPDR ETF made up 0.1% of BCS Wealth Management's portfolio in Q2 2026, its #170 holding.
- BCS Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
- 1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.