Bell Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bell Investment 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	$33.2K	Buy	+732	New	+$33.2K	﹤0.01%	352
2026 Q1	–	Sell	-732	Closed	-$31.3K	–	1951
2025 Q4	$31.3K	Hold	732	–	–	﹤0.01%	331
2025 Q3	$31.9K	Hold	732	–	–	0.01%	314
2025 Q2	$29.9K	Buy	+732	New	+$29.2K	0.01%	326

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

Bell Investment Advisors's XLU Position: Q2 2026 in Review

Bell Investment Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 732 shares worth $33.2K. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in XLU as recently as Q4 2025.

Bell Investment Advisors first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Bell Investment Advisors held 732 shares of State Street Utilities Select Sector SPDR ETF worth $33.2K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Bell Investment Advisors position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #352 holding.
Bell Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.