Bluebird Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Bluebird Wealth Management's XLU Position: Q2 2026 in Review
Bluebird Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2% in Q2 2026, selling an estimated $27.3K and leaving 29,235 shares worth $1.33M. The position accounts for 1.15% of the portfolio, ranked #40.
Bluebird Wealth Management first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.37M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Bluebird Wealth Management held 29,235 shares of State Street Utilities Select Sector SPDR ETF worth $1.33M as of Q2 2026.
- Bluebird Wealth Management sold 603 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $27.3K.
- State Street Utilities Select Sector SPDR ETF made up 1.15% of Bluebird Wealth Management's portfolio in Q2 2026, its #40 holding.
- Bluebird Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Bluebird Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.37M in Q1 2026.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Bluebird Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.