BBL
XLU icon

Beck Bode LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Beck Bode LLC’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 		– Sell
-98,608
Closed -$4.21M – 130
2025
Q4 		$4.21M Buy
+98,608
New +$4.37M 0.7% 40
2025
Q2 		– Sell
-26,796
Closed -$1.06M – 133
2025
Q1 		$1.06M Sell
26,796
-25,098
-48% -$981K 0.2% 58
2024
Q4 		$1.96M Hold
51,894
– – 0.36% 45
2024
Q3 		$2.1M Buy
+51,894
New +$1.93M 0.39% 48
2022
Q4 		– Sell
-7,840
Closed -$257K – 260
2022
Q3 		$257K Buy
7,840
+568
+8% +$20.8K 0.06% 159
2022
Q2 		$255K Sell
7,272
-4,056
-36% -$147K 0.05% 160
2022
Q1 		$422K Buy
11,328
+3,138
+38% +$109K 0.1% 110
2021
Q4 		$293K Buy
8,190
+66
+0.8% +$2.23K 0.07% 74
2021
Q3 		$259K Sell
8,124
-330
-4% -$11K 0.07% 75
2021
Q2 		$267K Sell
8,454
-208
-2% -$6.81K 0.07% 69
2021
Q1 		$277K Buy
+8,662
New +$269K 0.09% 56
2020
Q4 		– Sell
-9,662
Closed -$287K – 289
2020
Q3 		$287K Sell
9,662
-1,638
-14% -$48.6K 0.1% 48
2020
Q2 		$319K Buy
11,300
+34
+0.3% +$980 0.13% 42
2020
Q1 		$323K Sell
11,266
-810
-7% -$25.9K 0.15% 44
2019
Q4 		$390K Sell
12,076
-1,440
-11% -$45.7K 0.16% 58
2019
Q3 		$438K Buy
13,516
+244
+2% +$7.53K 0.19% 55
2019
Q2 		$396K Sell
13,272
-1,992
-13% -$58.5K 0.18% 53
2019
Q1 		$444K Sell
15,264
-1,196
-7% -$33.3K 0.21% 53
2018
Q4 		$436K Buy
+16,460
New +$447K 0.24% 56

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Beck Bode LLC's XLU Position: Q1 2026 in Review

Beck Bode LLC sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 98,608 shares — an estimated $4.21M sold.

Beck Bode LLC first reported a position in XLU in Q4 2018 and held it in 19 quarters. The position peaked at $4.21M in Q4 2025. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Beck Bode LLC reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Beck Bode LLC sold 98,608 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $4.21M.
  • Beck Bode LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 19 quarters.
  • Beck Bode LLC's State Street Utilities Select Sector SPDR ETF position peaked at $4.21M in Q4 2025.
  • 1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Beck Bode LLC's 13F filing for Q1 2026, filed 7 May 2026.