BFC Planning, Inc.’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
BFC Planning, Inc.'s XLU Position: Q2 2026 in Review
BFC Planning, Inc. reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.4% in Q2 2026, selling an estimated $62.3K and leaving 93,682 shares worth $4.25M. The position accounts for 0.17% of the portfolio, ranked #126.
BFC Planning, Inc. first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.36M in Q1 2026. 1,592 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- BFC Planning, Inc. held 93,682 shares of State Street Utilities Select Sector SPDR ETF worth $4.25M as of Q2 2026.
- BFC Planning, Inc. sold 1,375 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $62.3K.
- State Street Utilities Select Sector SPDR ETF made up 0.17% of BFC Planning, Inc.'s portfolio in Q2 2026, its #126 holding.
- BFC Planning, Inc. first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
- BFC Planning, Inc.'s State Street Utilities Select Sector SPDR ETF position peaked at $4.36M in Q1 2026.
- 1,592 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.