Boston Family Office’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
Q2
$304K Hold
6,705
0.02% 272
2026
Q1
$308K Buy
+6,705
New +$301K 0.02% 269

Other funds holding XLU

Boston Family Office's XLU Position: Q2 2026 in Review

Boston Family Office held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 6,705 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #272.

Boston Family Office first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $308K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Boston Family Office held 6,705 shares of State Street Utilities Select Sector SPDR ETF worth $304K as of Q2 2026.
  • Boston Family Office left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Boston Family Office's portfolio in Q2 2026, its #272 holding.
  • Boston Family Office first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Boston Family Office's State Street Utilities Select Sector SPDR ETF position peaked at $308K 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 Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.