Beacon Pointe Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Beacon Pointe Advisors’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	$7.5M	Buy	165,449 +887	+0.5%	+$40.2K	0.03%	416
2026 Q1	$7.55M	Buy	164,562 +14,061	+9%	+$631K	0.04%	377
2025 Q4	$6.42M	Buy	150,501 +3,899	+3%	+$173K	0.05%	334
2025 Q3	$6.39M	Sell	146,602 -29,922	-17%	-$1.27M	0.05%	306
2025 Q2	$7.21M	Buy	176,524 +38,068	+27%	+$1.52M	0.08%	234
2025 Q1	$5.46M	Sell	138,456 -43,636	-24%	-$1.7M	0.06%	281
2024 Q4	$6.89M	Buy	182,092 +12,680	+7%	+$503K	0.08%	220
2024 Q3	$6.84M	Sell	169,412 -12,166	-7%	-$451K	0.08%	224
2024 Q2	$6.19M	Sell	181,578 -814	-0.4%	-$28K	0.07%	236
2024 Q1	$5.99M	Buy	182,392 +48,478	+36%	+$1.51M	0.07%	252
2023 Q4	$4.24M	Sell	133,914 -26,574	-17%	-$812K	0.05%	319
2023 Q3	$4.73M	Buy	160,488 +6,840	+4%	+$220K	0.06%	276
2023 Q2	$5.03M	Sell	153,648 -2,010	-1%	-$67.7K	0.08%	215
2023 Q1	$5.27M	Sell	155,658 -4,316	-3%	-$146K	0.09%	208
2022 Q4	$5.64M	Buy	159,974 +7,466	+5%	+$254K	0.11%	175
2022 Q3	$5M	Buy	152,508 +17,576	+13%	+$644K	0.11%	174
2022 Q2	$4.73M	Buy	134,932 +28,072	+26%	+$1.02M	0.1%	190
2022 Q1	$3.98M	Buy	106,860 +93,752	+715%	+$3.25M	0.05%	297
2021 Q4	$469K	Sell	13,108 -8,910	-40%	-$301K	0.01%	589
2021 Q3	$703K	Buy	22,018 +8,308	+61%	+$278K	0.02%	464
2021 Q2	$433K	Sell	13,710 -132	-1%	-$4.32K	0.02%	528
2021 Q1	$444K	Buy	13,842 +4,772	+53%	+$148K	0.03%	315
2020 Q4	$284K	Buy	9,070 +482	+6%	+$15.3K	0.02%	381
2020 Q3	$255K	Buy	8,588 +48	+0.6%	+$1.42K	0.02%	324
2020 Q2	$240K	Buy	8,540 +282	+3%	+$8.13K	0.02%	335
2020 Q1	$230K	Buy	+8,258	New	+$264K	0.04%	260

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

Beacon Pointe Advisors's XLU Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.54% in Q2 2026, buying an estimated $40.2K and bringing the position to 165,449 shares worth $7.5M. The position accounts for 0.03% of the portfolio, ranked #416.

Beacon Pointe Advisors first reported a position in XLU in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.55M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Beacon Pointe Advisors held 165,449 shares of State Street Utilities Select Sector SPDR ETF worth $7.5M as of Q2 2026.
Beacon Pointe Advisors bought 887 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $40.2K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #416 holding.
Beacon Pointe Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Beacon Pointe Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $7.55M 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 Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.