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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Burford Brothers's XLU Position: Q1 2026 in Review

Burford Brothers reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 10% in Q1 2026, selling an estimated $84.7K and leaving 16,763 shares worth $769K. The position accounts for 0.32% of the portfolio, ranked #77.

Burford Brothers first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. The position peaked at $816K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Burford Brothers held 16,763 shares of State Street Utilities Select Sector SPDR ETF worth $769K as of Q1 2026.
Burford Brothers sold 1,887 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $84.7K.
State Street Utilities Select Sector SPDR ETF made up 0.32% of Burford Brothers's portfolio in Q1 2026, its #77 holding.
Burford Brothers first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Burford Brothers's State Street Utilities Select Sector SPDR ETF position peaked at $816K in Q3 2025.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.