Bright Futures Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Bright Futures Wealth Management's XLU Position: Q2 2026 in Review
Bright Futures Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 13% in Q2 2026, selling an estimated $159K and leaving 23,058 shares worth $1.05M. The position accounts for 0.68% of the portfolio, ranked #46.
Bright Futures Wealth Management first reported a position in XLU in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.22M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Bright Futures Wealth Management held 23,058 shares of State Street Utilities Select Sector SPDR ETF worth $1.05M as of Q2 2026.
- Bright Futures Wealth Management sold 3,503 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $159K.
- State Street Utilities Select Sector SPDR ETF made up 0.68% of Bright Futures Wealth Management's portfolio in Q2 2026, its #46 holding.
- Bright Futures Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 5 quarters since.
- Bright Futures Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.22M 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 Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.