Beaumont Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Beaumont Capital Management's XLU Position: Q2 2026 in Review
Beaumont Capital Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.87% in Q2 2026, selling an estimated $46.2K and leaving 116,897 shares worth $5.3M. The position accounts for 6.13% of the portfolio, ranked #5.
Beaumont Capital Management first reported a position in XLU in Q4 2020 and has held it in 15 quarters since. The position peaked at $8.18M in Q4 2022. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Beaumont Capital Management held 116,897 shares of State Street Utilities Select Sector SPDR ETF worth $5.3M as of Q2 2026.
- Beaumont Capital Management sold 1,021 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $46.2K.
- State Street Utilities Select Sector SPDR ETF made up 6.13% of Beaumont Capital Management's portfolio in Q2 2026, its #5 holding.
- Beaumont Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 15 quarters since.
- Beaumont Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $8.18M in Q4 2022.
- 1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Beaumont Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.