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

Bellwether 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	$2.2M	Sell	48,538 -10,581	-18%	-$479K	0.33%	69
2026 Q1	$2.71M	Buy	+59,119	New	+$2.65M	0.46%	54
2025 Q3	–	Sell	-506	Closed	-$20.7K	–	588
2025 Q2	$20.7K	Buy	506 +256	+102%	+$10.2K	﹤0.01%	299
2025 Q1	$9.86K	Buy	+250	New	+$9.77K	﹤0.01%	323
2023 Q2	–	Sell	-295,948	Closed	-$10M	–	460
2023 Q1	$10M	Sell	295,948 -347,958	-54%	-$11.8M	2.74%	6
2022 Q4	$22.7M	Sell	643,906 -59,068	-8%	-$2.01M	6.59%	5
2022 Q3	$23M	Sell	702,974 -143,118	-17%	-$5.24M	7.6%	3
2022 Q2	$29.7M	Buy	846,092 +333,430	+65%	+$12.1M	9.54%	1
2022 Q1	$19.1M	Sell	512,662 -136,748	-21%	-$4.74M	5.68%	2
2021 Q4	$23.2M	Buy	649,410 +202,004	+45%	+$6.81M	7.23%	2
2021 Q3	$14.3M	Buy	+447,406	New	+$15M	4.75%	4

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

Bellwether Advisors's XLU Position: Q2 2026 in Review

Bellwether Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 18% in Q2 2026, selling an estimated $479K and leaving 48,538 shares worth $2.2M. The position accounts for 0.33% of the portfolio, ranked #69.

Bellwether Advisors first reported a position in XLU in Q3 2021 and has held it in 11 quarters since. The position peaked at $29.7M in Q2 2022. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Bellwether Advisors held 48,538 shares of State Street Utilities Select Sector SPDR ETF worth $2.2M as of Q2 2026.
Bellwether Advisors sold 10,581 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $479K.
State Street Utilities Select Sector SPDR ETF made up 0.33% of Bellwether Advisors's portfolio in Q2 2026, its #69 holding.
Bellwether Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 11 quarters since.
Bellwether Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $29.7M in Q2 2022.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.