Blue Bell Private Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Blue Bell Private Wealth Management's XLU Position: Q2 2026 in Review
Blue Bell Private Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 2,550 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #338.
Blue Bell Private Wealth Management first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $157K in Q3 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Blue Bell Private Wealth Management held 2,550 shares of State Street Utilities Select Sector SPDR ETF worth $116K as of Q2 2026.
- Blue Bell Private Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #338 holding.
- Blue Bell Private Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
- Blue Bell Private Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $157K in Q3 2025.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.