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BlueStem Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

BlueStem Wealth Partners’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
2025
Q2 		– Sell
-163,122
Closed -$6.43M – 127
2025
Q1 		$6.43M Buy
+163,122
New +$6.37M 0.88% 21

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlueStem Wealth Partners's XLU Position: Q2 2025 in Review

BlueStem Wealth Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 163,122 shares — an estimated $6.43M sold.

BlueStem Wealth Partners first reported a position in XLU in Q1 2025 and held it in 1 quarter. The position peaked at $6.43M in Q1 2025. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

  • BlueStem Wealth Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • BlueStem Wealth Partners sold 163,122 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $6.43M.
  • BlueStem Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • BlueStem Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $6.43M in Q1 2025.
  • 1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on BlueStem Wealth Partners's 13F filing for Q2 2025, filed 12 Aug 2025.