Helium Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Helium Advisors's XLU Position: Q2 2026 in Review
Helium Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.3% in Q2 2026, buying an estimated $4.57K and bringing the position to 4,509 shares worth $204K. The position accounts for 0.17% of the portfolio, ranked #102.
Helium Advisors first reported a position in XLU in Q4 2024 and has held it in 5 quarters since. The position peaked at $252K in Q2 2025. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Helium Advisors held 4,509 shares of State Street Utilities Select Sector SPDR ETF worth $204K as of Q2 2026.
- Helium Advisors bought 101 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $4.57K.
- State Street Utilities Select Sector SPDR ETF made up 0.17% of Helium Advisors's portfolio in Q2 2026, its #102 holding.
- Helium Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
- Helium Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $252K in Q2 2025.
- 1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.