Bluesphere Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$208K Sell
4,522
-264
-6% -$11.8K 0.07% 119
2025
Q4
$204K Buy
4,786
+40
+0.8% +$1.77K 0.09% 96
2025
Q3
$207K Buy
+4,746
New +$201K 0.09% 92

Other funds holding XLU

Bluesphere Advisors's XLU Position: Q1 2026 in Review

Bluesphere Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.5% in Q1 2026, selling an estimated $11.8K and leaving 4,522 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #119.

Bluesphere Advisors first reported a position in XLU in Q3 2025 and has held it in 3 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Bluesphere Advisors held 4,522 shares of State Street Utilities Select Sector SPDR ETF worth $208K as of Q1 2026.
  • Bluesphere Advisors sold 264 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $11.8K.
  • State Street Utilities Select Sector SPDR ETF made up 0.07% of Bluesphere Advisors's portfolio in Q1 2026, its #119 holding.
  • Bluesphere Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.