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

Belmont Capital’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
2025 Q2	$27.7K	Hold	678	–	–	﹤0.01%	150
2025 Q1	$26.7K	Hold	678	–	–	﹤0.01%	151
2024 Q4	$25.7K	Buy	678 +312	+85%	+$12.4K	﹤0.01%	107
2024 Q3	$14.8K	Hold	366	–	–	﹤0.01%	155
2024 Q2	$12.5K	Hold	366	–	–	﹤0.01%	180
2024 Q1	$12K	Hold	366	–	–	﹤0.01%	157
2023 Q4	$11.6K	Hold	366	–	–	﹤0.01%	139
2023 Q3	$10.8K	Hold	366	–	–	0.01%	139
2023 Q2	$12K	Hold	366	–	–	0.01%	133
2023 Q1	$12.4K	Hold	366	–	–	0.01%	87
2022 Q4	$13K	Buy	366 +96	+36%	+$3.26K	0.01%	87
2022 Q3	$9K	Buy	+270	New	+$9.89K	0.01%	92

Other funds holding XLU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Belmont Capital's XLU Position: Q2 2025 in Review

Belmont Capital held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2025 at 678 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Belmont Capital first reported a position in XLU in Q3 2022 and has held it in 12 quarters since. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Belmont Capital held 678 shares of State Street Utilities Select Sector SPDR ETF worth $27.7K as of Q2 2025.
Belmont Capital left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2025.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Belmont Capital's portfolio in Q2 2025, its #150 holding.
Belmont Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 12 quarters since.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.