Biltmore Family Office’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Biltmore Family Office’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	$67.1K	Sell	1,480 -3,030	-67%	-$137K	0.01%	278
2026 Q1	$207K	Buy	4,510 +2,704	+150%	+$121K	0.03%	243
2025 Q4	$77.1K	Buy	1,806 +346	+24%	+$15.3K	0.01%	259
2025 Q3	$63.7K	Hold	1,460	–	–	0.01%	237
2025 Q2	$59.6K	Hold	1,460	–	–	0.01%	234
2025 Q1	$57.6K	Hold	1,460	–	–	0.01%	221
2024 Q4	$55.3K	Hold	1,460	–	–	0.01%	221
2024 Q3	$59K	Hold	1,460	–	–	0.01%	224
2024 Q2	$49.7K	Sell	1,460 -140	-9%	-$4.81K	0.01%	201
2024 Q1	$52.5K	Hold	1,600	–	–	0.01%	198
2023 Q4	$50.7K	Hold	1,600	–	–	0.01%	198
2023 Q3	$47.1K	Hold	1,600	–	–	0.01%	199
2023 Q2	$52.4K	Hold	1,600	–	–	0.01%	196
2023 Q1	$54.2K	Hold	1,600	–	–	0.01%	235
2022 Q4	$56.4K	Hold	1,600	–	–	0.01%	224
2022 Q3	$52K	Hold	1,600	–	–	0.01%	180
2022 Q2	$56K	Hold	1,600	–	–	0.01%	179
2022 Q1	$60K	Hold	1,600	–	–	0.01%	185
2021 Q4	$57K	Buy	1,600 +400	+33%	+$13.5K	0.01%	203
2021 Q3	$38K	Hold	1,200	–	–	0.01%	186
2021 Q2	$38K	Hold	1,200	–	–	0.01%	169
2021 Q1	$38K	Hold	1,200	–	–	0.01%	162
2020 Q4	$38K	Hold	1,200	–	–	0.01%	163
2020 Q3	$36K	Hold	1,200	–	–	0.02%	145
2020 Q2	$34K	Hold	1,200	–	–	0.02%	155
2020 Q1	$33K	Sell	1,200 -5,912	-83%	-$189K	0.02%	149
2019 Q4	$230K	Buy	+7,112	New	+$226K	0.09%	154

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Biltmore Family Office's XLU Position: Q2 2026 in Review

Biltmore Family Office reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 67% in Q2 2026, selling an estimated $137K and leaving 1,480 shares worth $67.1K. The position accounts for 0.01% of the portfolio, ranked #278.

Biltmore Family Office first reported a position in XLU in Q4 2019 and has held it in 27 quarters since. The position peaked at $230K in Q4 2019. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Biltmore Family Office held 1,480 shares of State Street Utilities Select Sector SPDR ETF worth $67.1K as of Q2 2026.
Biltmore Family Office sold 3,030 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $137K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Biltmore Family Office's portfolio in Q2 2026, its #278 holding.
Biltmore Family Office first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Biltmore Family Office's State Street Utilities Select Sector SPDR ETF position peaked at $230K in Q4 2019.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.