Burford Brothers’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Burford Brothers’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	$752K	Sell	16,578 -185	-1%	-$8.38K	0.28%	82
2026 Q1	$769K	Sell	16,763 -1,887	-10%	-$84.7K	0.32%	77
2025 Q4	$796K	Sell	18,650 -52	-0.3%	-$2.3K	0.33%	68
2025 Q3	$816K	Buy	18,702 +488	+3%	+$20.6K	0.35%	71
2025 Q2	$744K	Buy	18,214 +200	+1%	+$7.97K	0.34%	68
2025 Q1	$710K	Sell	18,014 -1,352	-7%	-$52.8K	0.34%	74
2024 Q4	$733K	Buy	19,366 +844	+5%	+$33.5K	0.36%	68
2024 Q3	$748K	Buy	18,522 +116	+0.6%	+$4.3K	0.39%	63
2024 Q2	$627K	Hold	18,406	–	–	0.36%	73
2024 Q1	$604K	Sell	18,406 -516	-3%	-$16.1K	0.4%	71
2023 Q4	$599K	Buy	+18,922	New	+$579K	0.42%	61

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 22.96% 1-Year Est. Return

Burford Brothers's XLU Position: Q2 2026 in Review

Burford Brothers reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.1% in Q2 2026, selling an estimated $8.38K and leaving 16,578 shares worth $752K. The position accounts for 0.28% of the portfolio, ranked #82.

Burford Brothers first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $816K in Q3 2025. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Burford Brothers held 16,578 shares of State Street Utilities Select Sector SPDR ETF worth $752K as of Q2 2026.
Burford Brothers sold 185 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $8.38K.
State Street Utilities Select Sector SPDR ETF made up 0.28% of Burford Brothers's portfolio in Q2 2026, its #82 holding.
Burford Brothers first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Burford Brothers's State Street Utilities Select Sector SPDR ETF position peaked at $816K in Q3 2025.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.