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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Birchcreek Wealth Management's XLU Position: Q1 2026 in Review

Birchcreek Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.2% in Q1 2026, buying an estimated $21.1K and bringing the position to 11,627 shares worth $534K. The position accounts for 0.26% of the portfolio, ranked #67.

Birchcreek Wealth Management first reported a position in XLU in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.26M in Q1 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Birchcreek Wealth Management held 11,627 shares of State Street Utilities Select Sector SPDR ETF worth $534K as of Q1 2026.
Birchcreek Wealth Management bought 471 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $21.1K.
State Street Utilities Select Sector SPDR ETF made up 0.26% of Birchcreek Wealth Management's portfolio in Q1 2026, its #67 holding.
Birchcreek Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Birchcreek Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.26M in Q1 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.