Burk Holdings’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.3K Hold
250
﹤0.01% 259
2026
Q1
$11.5K Buy
+250
New +$11.2K ﹤0.01% 252

Other funds holding XLU

Burk Holdings's XLU Position: Q2 2026 in Review

Burk Holdings held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 250 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Burk Holdings first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.5K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Burk Holdings held 250 shares of State Street Utilities Select Sector SPDR ETF worth $11.3K as of Q2 2026.
  • Burk Holdings left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #259 holding.
  • Burk Holdings first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Burk Holdings's State Street Utilities Select Sector SPDR ETF position peaked at $11.5K 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 Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.