Brandywine Oak Private Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Brandywine Oak Private Wealth’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	$213K	Buy	+4,688	New	+$212K	0.02%	236
2026 Q1	–	Sell	-4,984	Closed	-$213K	–	241
2025 Q4	$213K	Buy	+4,984	New	+$221K	0.02%	231
2023 Q3	–	Sell	-6,222	Closed	-$204K	–	242
2023 Q2	$204K	Sell	6,222 -82	-1%	-$2.76K	0.02%	238
2023 Q1	$213K	Buy	6,304 +44	+0.7%	+$1.49K	0.02%	237
2022 Q4	$221K	Sell	6,260 -40	-0.6%	-$1.36K	0.03%	232
2022 Q3	$206K	Buy	6,300 +458	+8%	+$16.8K	0.03%	284
2022 Q2	$204K	Buy	5,842 +1,098	+23%	+$39.7K	0.03%	305
2022 Q1	$202K	Buy	+4,744	New	+$164K	0.02%	333
2021 Q3	–	Sell	-11,164	Closed	-$352K	–	353
2021 Q2	$352K	Buy	11,164 +440	+4%	+$14.4K	0.04%	230
2021 Q1	$343K	Sell	10,724 -330	-3%	-$10.2K	0.05%	182
2020 Q4	$346K	Buy	+11,054	New	+$350K	0.05%	177
2019 Q1	–	Sell	-1,676	Closed	-$42K	–	650
2018 Q4	$42K	Buy	+1,676	New	+$45.5K	0.01%	388

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Brandywine Oak Private Wealth's XLU Position: Q2 2026 in Review

Brandywine Oak Private Wealth opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 4,688 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #236 among its holdings. This is a return to the name: Brandywine Oak Private Wealth previously reported a position in XLU as recently as Q4 2025.

Brandywine Oak Private Wealth first reported a position in XLU in Q4 2018 and has held it in 12 quarters since. The position peaked at $352K in Q2 2021. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Brandywine Oak Private Wealth held 4,688 shares of State Street Utilities Select Sector SPDR ETF worth $213K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Brandywine Oak Private Wealth position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #236 holding.
Brandywine Oak Private Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
Brandywine Oak Private Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $352K in Q2 2021.
751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.