Bellecapital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bellecapital’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	$117K	Buy	+2,585	New	+$117K	0.02%	110
2022 Q2	–	Sell	-5,406	Closed	-$201K	–	224
2022 Q1	$201K	Buy	+5,406	New	+$187K	0.06%	196

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 22.9% 1-Year Est. Return

Bellecapital's XLU Position: Q2 2026 in Review

Bellecapital opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 2,585 shares worth $117K. The stake represents 0.02% of the portfolio and ranks #110 among its holdings. This is a return to the name: Bellecapital previously reported a position in XLU as recently as Q1 2022.

Bellecapital first reported a position in XLU in Q1 2022 and has held it in 2 quarters since. The position peaked at $201K in Q1 2022. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Bellecapital held 2,585 shares of State Street Utilities Select Sector SPDR ETF worth $117K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Bellecapital position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Bellecapital's portfolio in Q2 2026, its #110 holding.
Bellecapital first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 2 quarters since.
Bellecapital's State Street Utilities Select Sector SPDR ETF position peaked at $201K in Q1 2022.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.