Berkshire Money Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
MIH
FMI
SCB
MB
WA
MAWA
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.