Berkshire Money Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$529K Sell
11,663
-4,321
-27% -$196K 0.05% 47
2026
Q1
$734K Sell
15,984
-560,081
-97% -$25.1M 0.08% 46
2025
Q4
$24.6M Buy
576,065
+11,697
+2% +$518K 2.35% 13
2025
Q3
$24.6M Buy
564,368
+12,620
+2% +$534K 2.53% 13
2025
Q2
$22.5M Buy
551,748
+39,574
+8% +$1.58M 2.37% 13
2025
Q1
$20.2M Buy
+512,174
New +$20M 2.27% 14

Other funds holding XLU

Berkshire Money Management's XLU Position: Q2 2026 in Review

Berkshire Money Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 27% in Q2 2026, selling an estimated $196K and leaving 11,663 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #47.

Berkshire Money Management first reported a position in XLU in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.6M in Q3 2025. 1,036 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Berkshire Money Management held 11,663 shares of State Street Utilities Select Sector SPDR ETF worth $529K as of Q2 2026.
  • Berkshire Money Management sold 4,321 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $196K.
  • State Street Utilities Select Sector SPDR ETF made up 0.05% of Berkshire Money Management's portfolio in Q2 2026, its #47 holding.
  • Berkshire Money Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • Berkshire Money Management's State Street Utilities Select Sector SPDR ETF position peaked at $24.6M in Q3 2025.
  • 1,036 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.