Bessemer Group’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
Q1 | $90.4M | Buy |
1,970,391
+44,633
| +2% | +$2M | 0.14% | 159 |
|
|
2025
Q4 | $82.2M | Sell |
1,925,758
-139,558
| -7% | -$6.18M | 0.13% | 165 |
|
|
2025
Q3 | $90.1M | Sell |
2,065,316
-4,105,100
| -67% | -$174M | 0.14% | 158 |
|
|
2025
Q2 | $252M | Sell |
6,170,416
-5,947,102
| -49% | -$237M | 0.41% | 56 |
|
|
2025
Q1 | $478M | Buy |
12,117,518
+47,842
| +0.4% | +$1.87M | 0.86% | 23 |
|
|
2024
Q4 | $457M | Buy |
12,069,676
+1,680,372
| +16% | +$66.7M | 0.75% | 23 |
|
|
2024
Q3 | $420M | Buy |
10,389,304
+6,705,264
| +182% | +$249M | 0.69% | 30 |
|
|
2024
Q2 | $126M | Buy |
3,684,040
+1,824,640
| +98% | +$62.7M | 0.22% | 120 |
|
|
2024
Q1 | $61M | Sell |
1,859,400
-930
| -0% | -$29K | 0.11% | 183 |
|
|
2023
Q4 | $58.9M | Sell |
1,860,330
-1,095,736
| -37% | -$33.5M | 0.11% | 186 |
|
|
2023
Q3 | $87.1M | Buy |
2,956,066
+1,097,044
| +59% | +$35.4M | 0.19% | 144 |
|
|
2023
Q2 | $60.8M | Buy |
1,859,022
+1,856,800
| +83,564% | +$62.5M | 0.13% | 173 |
|
|
2023
Q1 | $75K | Sell |
2,222
-2,456
| -53% | -$83.2K | ﹤0.01% | 1145 |
|
|
2022
Q4 | $165K | Sell |
4,678
-5,622
| -55% | -$191K | ﹤0.01% | 933 |
|
|
2022
Q3 | $337K | Sell |
10,300
-7,582,372
| -100% | -$278M | ﹤0.01% | 809 |
|
|
2022
Q2 | $266M | Buy |
7,592,672
+7,582,052
| +71,394% | +$274M | 0.66% | 35 |
|
|
2022
Q1 | $395K | Buy |
10,620
+2,180
| +26% | +$75.6K | ﹤0.01% | 684 |
|
|
2021
Q4 | $302K | Hold |
8,440
| – | – | ﹤0.01% | 751 |
|
|
2021
Q3 | $269K | Buy |
8,440
+8,120
| +2,538% | +$271K | ﹤0.01% | 711 |
|
|
2021
Q2 | $10K | Hold |
320
| – | – | ﹤0.01% | 1354 |
|
|
2021
Q1 | $10K | Buy |
+320
| New | +$9.93K | ﹤0.01% | 1318 |
|
|
2020
Q3 | – | Sell |
-512
| Closed | -$14K | – | 1697 |
|
|
2020
Q2 | $14K | Hold |
512
| – | – | ﹤0.01% | 1498 |
|
|
2020
Q1 | $14K | Hold |
512
| – | – | ﹤0.01% | 1417 |
|
|
2019
Q4 | $17K | Buy |
+512
| New | +$16.3K | ﹤0.01% | 1390 |
|
|
2019
Q3 | – | Sell |
-1,200
| Closed | -$36K | – | 1835 |
|
|
2019
Q2 | $36K | Buy |
+1,200
| New | +$35.2K | ﹤0.01% | 1353 |
|
|
2019
Q1 | – | Sell |
-32
| Closed | -$1K | – | 2004 |
|
|
2018
Q4 | $1K | Buy |
+32
| New | +$870 | ﹤0.01% | 1919 |
|
|
2018
Q2 | – | Sell |
-13,080
| Closed | -$331K | – | 1807 |
|
|
2018
Q1 | $331K | Buy |
13,080
+3,400
| +35% | +$84.9K | ﹤0.01% | 902 |
|
|
2017
Q4 | $255K | Hold |
9,680
| – | – | ﹤0.01% | 971 |
|
|
2017
Q3 | $257K | Hold |
9,680
| – | – | ﹤0.01% | 1007 |
|
|
2017
Q2 | $251K | Sell |
9,680
-612
| -6% | -$16.1K | ﹤0.01% | 1019 |
|
|
2017
Q1 | $264K | Buy |
10,292
+8,058
| +361% | +$201K | ﹤0.01% | 1026 |
|
|
2016
Q4 | $54K | Buy |
2,234
+1,272
| +132% | +$30.4K | ﹤0.01% | 1329 |
|
|
2016
Q3 | $24K | Sell |
962
-2,100
| -69% | -$53.3K | ﹤0.01% | 1335 |
|
|
2016
Q2 | $80K | Buy |
3,062
+2,612
| +580% | +$64.4K | ﹤0.01% | 797 |
|
|
2016
Q1 | $11K | Sell |
450
-39,400
| -99% | -$910K | ﹤0.01% | 1138 |
|
|
2015
Q4 | $862K | Sell |
39,850
-2,100
| -5% | -$45.5K | ﹤0.01% | 559 |
|
|
2015
Q3 | $907K | Buy |
41,950
+3,050
| +8% | +$65.7K | 0.01% | 586 |
|
|
2015
Q2 | $807K | Buy |
38,900
+36,120
| +1,299% | +$791K | ﹤0.01% | 576 |
|
|
2015
Q1 | $62K | Hold |
2,780
| – | – | ﹤0.01% | 926 |
|
|
2014
Q4 | $66K | Buy |
2,780
+230
| +9% | +$5.21K | ﹤0.01% | 883 |
|
|
2014
Q3 | $53K | Hold |
2,550
| – | – | ﹤0.01% | 866 |
|
|
2014
Q2 | $56K | Hold |
2,550
| – | – | ﹤0.01% | 863 |
|
|
2014
Q1 | $53K | Hold |
2,550
| – | – | ﹤0.01% | 852 |
|
|
2013
Q4 | $49K | Hold |
2,550
| – | – | ﹤0.01% | 871 |
|
|
2013
Q3 | $48K | Buy |
2,550
+1,700
| +200% | +$32.4K | ﹤0.01% | 832 |
|
|
2013
Q2 | $16K | Buy |
+850
| New | +$16.7K | ﹤0.01% | 963 |
|
Other funds holding XLU
Bessemer Group's XLU Position: Q1 2026 in Review
Bessemer Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.3% in Q1 2026, buying an estimated $2M and bringing the position to 1,970,391 shares worth $90.4M. The position accounts for 0.14% of the portfolio, ranked #159.
Bessemer Group first reported a position in XLU in Q2 2013 and has held it in 46 quarters since. The position peaked at $478M in Q1 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Bessemer Group held 1,970,391 shares of State Street Utilities Select Sector SPDR ETF worth $90.4M as of Q1 2026.
- Bessemer Group bought 44,633 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $2M.
- State Street Utilities Select Sector SPDR ETF made up 0.14% of Bessemer Group's portfolio in Q1 2026, its #159 holding.
- Bessemer Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 46 quarters since.
- Bessemer Group's State Street Utilities Select Sector SPDR ETF position peaked at $478M in Q1 2025.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.