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

Bravera 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 		$2.22M Buy
48,965
+5,537
+13% +$251K 0.85% 30
2026
Q1 		$1.99M Buy
43,428
+9,611
+28% +$431K 0.9% 27
2025
Q4 		$1.44M Buy
+33,817
New +$1.5M 0.72% 31

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RA
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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Bravera Wealth's XLU Position: Q2 2026 in Review

Bravera Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 13% in Q2 2026, buying an estimated $251K and bringing the position to 48,965 shares worth $2.22M. The position accounts for 0.85% of the portfolio, ranked #30.

Bravera Wealth first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Bravera Wealth held 48,965 shares of State Street Utilities Select Sector SPDR ETF worth $2.22M as of Q2 2026.
  • Bravera Wealth bought 5,537 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $251K.
  • State Street Utilities Select Sector SPDR ETF made up 0.85% of Bravera Wealth's portfolio in Q2 2026, its #30 holding.
  • Bravera Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.