Byrne Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Byrne Asset 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	$55.5K	Hold	1,224	–	–	0.03%	284
2026 Q1	$56.2K	Buy	1,224 +20	+2%	+$897	0.03%	271
2025 Q4	$51.4K	Buy	1,204 +54	+5%	+$2.39K	0.03%	274
2025 Q3	$50.1K	Buy	1,150 +8	+0.7%	+$338	0.03%	233
2025 Q2	$46.6K	Buy	1,142 +154	+16%	+$6.14K	0.03%	245
2025 Q1	$39K	Buy	988 +152	+18%	+$5.94K	0.03%	259
2024 Q4	$31.6K	Buy	836 +28	+3%	+$1.11K	0.02%	234
2024 Q3	$32.6K	Buy	808 +2	+0.2%	+$74	0.02%	240
2024 Q2	$27.8K	Sell	806 -50	-6%	-$1.72K	0.02%	256
2024 Q1	$28.1K	Buy	856 +64	+8%	+$2K	0.02%	256
2023 Q4	$24.9K	Sell	792 -30	-4%	-$917	0.02%	260
2023 Q3	$24K	Buy	822 +52	+7%	+$1.68K	0.02%	255
2023 Q2	$25K	Sell	770 -10	-1%	-$337	0.02%	305
2023 Q1	$26K	Buy	780 +20	+3%	+$678	0.02%	285
2022 Q4	$26.8K	Sell	760 -20	-3%	-$680	0.02%	287
2022 Q3	$26K	Buy	780 +2	+0.3%	+$73	0.02%	266
2022 Q2	$27K	Sell	778 -34	-4%	-$1.23K	0.02%	242
2022 Q1	$30K	Buy	812 +54	+7%	+$1.87K	0.02%	261
2021 Q4	$27K	Buy	+758	New	+$25.6K	0.02%	261

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

Byrne Asset Management's XLU Position: Q2 2026 in Review

Byrne Asset Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 1,224 shares worth $55.5K. The position accounts for 0.03% of the portfolio, ranked #284.

Byrne Asset Management first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $56.2K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Byrne Asset Management held 1,224 shares of State Street Utilities Select Sector SPDR ETF worth $55.5K as of Q2 2026.
Byrne Asset Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Byrne Asset Management's portfolio in Q2 2026, its #284 holding.
Byrne Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Byrne Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $56.2K 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 Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.