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

Bluesphere Advisors’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 Q3	–	Sell	-4,540	Closed	-$206K	–	124
2026 Q2	$206K	Buy	4,540 +18	+0.4%	+$815	0.06%	117
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Bluesphere Advisors's XLU Position: Q3 2026 in Review

Bluesphere Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026, closing a stake of 4,540 shares — an estimated $206K sold.

Bluesphere Advisors first reported a position in XLU in Q3 2025 and held it in 4 quarters. The position peaked at $208K in Q1 2026. 640 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Bluesphere Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Bluesphere Advisors sold 4,540 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $206K.
Bluesphere Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and held it in 4 quarters.
Bluesphere Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $208K in Q1 2026.
640 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.