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Benjamin Edwards Inc’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Benjamin Edwards Inc’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 		$6.72M Sell
148,266
-15,481
-9% -$701K 0.06% 293
2026
Q1 		$7.51M Buy
163,747
+8,503
+5% +$381K 0.07% 257
2025
Q4 		$6.63M Buy
155,244
+7,780
+5% +$345K 0.07% 255
2025
Q3 		$6.43M Sell
147,464
-3,016
-2% -$128K 0.07% 254
2025
Q2 		$6.14M Buy
150,480
+8,532
+6% +$340K 0.08% 234
2025
Q1 		$5.6M Sell
141,948
-56,344
-28% -$2.2M 0.08% 240
2024
Q4 		$7.51M Buy
198,292
+12,544
+7% +$498K 0.11% 202
2024
Q3 		$7.5M Buy
185,748
+167,360
+910% +$6.21M 0.11% 197
2024
Q2 		$627K Buy
18,388
+592
+3% +$20.3K 0.12% 183
2024
Q1 		$584K Buy
17,796
+12,566
+240% +$392K 0.12% 198
2023
Q4 		$166K Sell
5,230
-12,140
-70% -$371K 0.04% 350
2023
Q3 		$512K Sell
17,370
-29,102
-63% -$938K 0.12% 181
2023
Q2 		$1.52M Sell
46,472
-6,610
-12% -$223K 0.35% 83
2023
Q1 		$1.8M Buy
53,082
+2,136
+4% +$72.4K 0.44% 69
2022
Q4 		$1.8M Buy
50,946
+9,958
+24% +$339K 0.47% 59
2022
Q3 		$1.34M Sell
40,988
-2,518
-6% -$92.3K 0.4% 71
2022
Q2 		$1.53M Buy
43,506
+14,942
+52% +$541K 0.45% 62
2022
Q1 		$1.06M Buy
28,564
+24,552
+612% +$851K 0.31% 94
2021
Q4 		$144K Buy
4,012
+946
+31% +$31.9K 0.05% 300
2021
Q3 		$98K Sell
3,066
-54
-2% -$1.8K 0.06% 241
2021
Q2 		$99K Buy
3,120
+210
+7% +$6.87K 0.07% 220
2021
Q1 		$93K Buy
2,910
+192
+7% +$5.96K 0.07% 209
2020
Q4 		$85K Buy
2,718
+304
+13% +$9.62K 0.07% 202
2020
Q3 		$72K Sell
2,414
-60
-2% -$1.78K 0.06% 192
2020
Q2 		$70K Buy
2,474
+168
+7% +$4.84K 0.06% 179
2020
Q1 		$64K Buy
+2,306
New +$73.7K 0.07% 157

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Benjamin Edwards Inc's XLU Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.5% in Q2 2026, selling an estimated $701K and leaving 148,266 shares worth $6.72M. The position accounts for 0.06% of the portfolio, ranked #293.

Benjamin Edwards Inc first reported a position in XLU in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.51M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Benjamin Edwards Inc held 148,266 shares of State Street Utilities Select Sector SPDR ETF worth $6.72M as of Q2 2026.
  • Benjamin Edwards Inc sold 15,481 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $701K.
  • State Street Utilities Select Sector SPDR ETF made up 0.06% of Benjamin Edwards Inc's portfolio in Q2 2026, its #293 holding.
  • Benjamin Edwards Inc first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
  • Benjamin Edwards Inc's State Street Utilities Select Sector SPDR ETF position peaked at $7.51M in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.