Bogart Wealth LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bogart Wealth LLC’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 Q2	$86.2K	Buy	1,900 +660	+53%	+$29.9K	﹤0.01%	414
2026 Q1	$56.9K	Buy	1,240 +1,199	+2,924%	+$53.8K	﹤0.01%	460
2025 Q4	$1.76K	Buy	41 +1	+3%	+$44	﹤0.01%	1204
2025 Q3	$1.74K	Hold	40	–	–	﹤0.01%	1184
2025 Q2	$1.61K	Hold	40	–	–	﹤0.01%	1144
2025 Q1	$1.55K	Buy	+40	New	+$1.56K	﹤0.01%	1111
2024 Q1	–	Sell	-200	Closed	-$6.33K	–	1120
2023 Q4	$6.33K	Sell	200 -200	-50%	-$6.12K	﹤0.01%	706
2023 Q3	$11.8K	Hold	400	–	–	﹤0.01%	563
2023 Q2	$13.1K	Hold	400	–	–	﹤0.01%	535
2023 Q1	$13.5K	Sell	400 -166	-29%	-$5.63K	﹤0.01%	536
2022 Q4	$20K	Buy	+566	New	+$19.2K	﹤0.01%	435
2022 Q1	–	Sell	-320	Closed	-$11K	–	868
2021 Q4	$11K	Hold	320	–	–	﹤0.01%	471
2021 Q3	$10K	Buy	+320	New	+$10.7K	﹤0.01%	467

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bogart Wealth LLC's XLU Position: Q2 2026 in Review

Bogart Wealth LLC increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 53% in Q2 2026, buying an estimated $29.9K and bringing the position to 1,900 shares worth $86.2K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Bogart Wealth LLC first reported a position in XLU in Q3 2021 and has held it in 13 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Bogart Wealth LLC held 1,900 shares of State Street Utilities Select Sector SPDR ETF worth $86.2K as of Q2 2026.
Bogart Wealth LLC bought 660 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $29.9K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #414 holding.
Bogart Wealth LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 13 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.