Birchcreek Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Birchcreek Wealth Management’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	$600K	Buy	13,244 +1,617	+14%	+$73.2K	0.23%	69
2026 Q1	$534K	Buy	11,627 +471	+4%	+$21.1K	0.26%	67
2025 Q4	$476K	Sell	11,156 -602	-5%	-$26.7K	0.23%	67
2025 Q3	$513K	Buy	11,758 +3,178	+37%	+$134K	0.26%	64
2025 Q2	$350K	Buy	8,580 +2	+0%	+$80	0.2%	82
2025 Q1	$338K	Sell	8,578 -1,466	-15%	-$57.3K	0.21%	87
2024 Q4	$380K	Sell	10,044 -252	-2%	-$10K	0.24%	83
2024 Q3	$416K	Sell	10,296 -17,234	-63%	-$639K	0.27%	73
2024 Q2	$938K	Sell	27,530 -10,912	-28%	-$375K	0.53%	44
2024 Q1	$1.26M	Buy	38,442 +1,088	+3%	+$34K	0.66%	43
2023 Q4	$1.18M	Buy	37,354 +1,576	+4%	+$48.2K	0.71%	41
2023 Q3	$1.05M	Buy	35,778 +4,536	+15%	+$146K	0.71%	39
2023 Q2	$1.02M	Buy	31,242 +4,872	+18%	+$164K	0.71%	36
2023 Q1	$892K	Buy	26,370 +3,026	+13%	+$103K	0.71%	37
2022 Q4	$823K	Sell	23,344 -1,876	-7%	-$63.8K	0.73%	40
2022 Q3	$826K	Buy	25,220 +406	+2%	+$14.9K	0.77%	36
2022 Q2	$870K	Buy	24,814 +12,580	+103%	+$455K	0.78%	38
2022 Q1	$455K	Sell	12,234 -1,256	-9%	-$43.5K	0.4%	59
2021 Q4	$483K	Sell	13,490 -1,284	-9%	-$43.3K	0.42%	54
2021 Q3	$472K	Sell	14,774 -234	-2%	-$7.82K	0.44%	54
2021 Q2	$474K	Buy	15,008 +904	+6%	+$29.6K	0.46%	52
2021 Q1	$452K	Buy	14,104 +66	+0.5%	+$2.05K	0.48%	52
2020 Q4	$440K	Buy	+14,038	New	+$444K	0.43%	56

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

Birchcreek Wealth Management's XLU Position: Q2 2026 in Review

Birchcreek Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 14% in Q2 2026, buying an estimated $73.2K and bringing the position to 13,244 shares worth $600K. The position accounts for 0.23% of the portfolio, ranked #69.

Birchcreek Wealth Management first reported a position in XLU in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.26M in Q1 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Birchcreek Wealth Management held 13,244 shares of State Street Utilities Select Sector SPDR ETF worth $600K as of Q2 2026.
Birchcreek Wealth Management bought 1,617 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $73.2K.
State Street Utilities Select Sector SPDR ETF made up 0.23% of Birchcreek Wealth Management's portfolio in Q2 2026, its #69 holding.
Birchcreek Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Birchcreek Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.26M in Q1 2024.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.