Helium Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Helium Advisors’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	$202K	Buy	+4,408	New	+$198K	0.19%	91
2025 Q3	–	Sell	-6,170	Closed	-$252K	–	107
2025 Q2	$252K	Buy	6,170 +50	+0.8%	+$1.99K	0.16%	89
2025 Q1	$241K	Hold	6,120	–	–	0.18%	85
2024 Q4	$232K	Buy	+6,120	New	+$243K	0.18%	86

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

Helium Advisors's XLU Position: Q1 2026 in Review

Helium Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 4,408 shares worth $202K. The stake represents 0.19% of the portfolio and ranks #91 among its holdings. This is a return to the name: Helium Advisors previously reported a position in XLU as recently as Q2 2025.

Helium Advisors first reported a position in XLU in Q4 2024 and has held it in 4 quarters since. The position peaked at $252K in Q2 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Helium Advisors held 4,408 shares of State Street Utilities Select Sector SPDR ETF worth $202K as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new Helium Advisors position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.19% of Helium Advisors's portfolio in Q1 2026, its #91 holding.
Helium Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
Helium Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $252K in Q2 2025.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.