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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bellwether Advisors's XLU Position: Q1 2026 in Review

Bellwether Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 59,119 shares worth $2.71M. The stake represents 0.46% of the portfolio and ranks #54 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in XLU as recently as Q2 2025.

Bellwether Advisors first reported a position in XLU in Q3 2021 and has held it in 10 quarters since. The position peaked at $29.7M in Q2 2022. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Bellwether Advisors held 59,119 shares of State Street Utilities Select Sector SPDR ETF worth $2.71M as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new Bellwether Advisors position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.46% of Bellwether Advisors's portfolio in Q1 2026, its #54 holding.
Bellwether Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 10 quarters since.
Bellwether Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $29.7M in Q2 2022.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.