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

Bullock Wealth Management’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	$1.45M	Sell	32,298 -4,352	-12%	-$197K	0.63%	35
2026 Q1	$1.69M	Sell	36,650 -3,587	-9%	-$161K	0.85%	21
2025 Q4	$1.72M	Buy	40,237 +11,917	+42%	+$528K	0.84%	23
2025 Q3	$1.24M	Buy	28,320 +76	+0.3%	+$3.21K	0.62%	32
2025 Q2	$1.16M	Buy	28,244 +244	+0.9%	+$9.72K	0.61%	34
2025 Q1	$1.11M	Buy	28,000 +2,518	+10%	+$98.4K	0.62%	33
2024 Q4	$964K	Buy	25,482 +534	+2%	+$21.2K	0.56%	39
2024 Q3	$1.02M	Buy	24,948 +1,836	+8%	+$68.1K	0.61%	33
2024 Q2	$782K	Buy	23,112 +2,070	+10%	+$71.1K	0.51%	46
2024 Q1	$687K	Buy	+21,042	New	+$657K	0.46%	58

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 22.9% 1-Year Est. Return

Bullock Wealth Management's XLU Position: Q2 2026 in Review

Bullock Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 12% in Q2 2026, selling an estimated $197K and leaving 32,298 shares worth $1.45M. The position accounts for 0.63% of the portfolio, ranked #35.

Bullock Wealth Management first reported a position in XLU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.72M in Q4 2025. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Bullock Wealth Management held 32,298 shares of State Street Utilities Select Sector SPDR ETF worth $1.45M as of Q2 2026.
Bullock Wealth Management sold 4,352 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $197K.
State Street Utilities Select Sector SPDR ETF made up 0.63% of Bullock Wealth Management's portfolio in Q2 2026, its #35 holding.
Bullock Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.72M in Q4 2025.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.