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Newbridge Financial Services Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Newbridge Financial Services Group’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 		$76.3K Sell
1,683
-1,186
-41% -$53.7K 0.01% 386
2026
Q1 		$132K Sell
2,869
-253
-8% -$11.4K 0.02% 274
2025
Q4 		$133K Sell
3,122
-10,194
-77% -$451K 0.02% 272
2025
Q3 		$581K Sell
13,316
-1,438
-10% -$60.8K 0.09% 172
2025
Q2 		$602K Buy
14,754
+10,178
+222% +$406K 0.1% 161
2025
Q1 		$180K Sell
4,576
-1,098
-19% -$42.9K 0.04% 204
2024
Q4 		$215K Buy
5,674
+354
+7% +$14K 0.06% 201
2024
Q3 		$215K Buy
5,320
+2,250
+73% +$83.5K 0.08% 142
2024
Q2 		$105K Sell
3,070
-1,980
-39% -$68K 0.04% 259
2024
Q1 		$166K Sell
5,050
-2,734
-35% -$85.3K 0.07% 217
2023
Q4 		$246K Sell
7,784
-4,610
-37% -$141K 0.12% 166
2023
Q3 		$365K Sell
12,394
-7,974
-39% -$257K 0.18% 119
2023
Q2 		$666K Buy
20,368
+2,680
+15% +$90.2K 0.33% 59
2023
Q1 		$599K Sell
17,688
-6,874
-28% -$233K 0.32% 69
2022
Q4 		$866K Buy
24,562
+5,270
+27% +$179K 0.5% 37
2022
Q3 		$632K Buy
19,292
+3,240
+20% +$119K 0.37% 56
2022
Q2 		$563K Buy
16,052
+2,158
+16% +$78.1K 0.35% 69
2022
Q1 		$517K Buy
13,894
+3,832
+38% +$133K 0.25% 84
2021
Q4 		$360K Buy
10,062
+804
+9% +$27.1K 0.17% 124
2021
Q3 		$296K Buy
9,258
+1,400
+18% +$46.8K 0.19% 123
2021
Q2 		$248K Sell
7,858
-496
-6% -$16.2K 0.15% 147
2021
Q1 		$267K Sell
8,354
-540
-6% -$16.8K 0.2% 126
2020
Q4 		$279K Buy
8,894
+972
+12% +$30.8K 0.23% 100
2020
Q3 		$235K Buy
+7,922
New +$235K 0.23% 97

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Newbridge Financial Services Group's XLU Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 41% in Q2 2026, selling an estimated $53.7K and leaving 1,683 shares worth $76.3K. The position accounts for 0.01% of the portfolio, ranked #386.

Newbridge Financial Services Group first reported a position in XLU in Q3 2020 and has held it in 24 quarters since. The position peaked at $866K in Q4 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Newbridge Financial Services Group held 1,683 shares of State Street Utilities Select Sector SPDR ETF worth $76.3K as of Q2 2026.
  • Newbridge Financial Services Group sold 1,186 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $53.7K.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #386 holding.
  • Newbridge Financial Services Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's State Street Utilities Select Sector SPDR ETF position peaked at $866K in Q4 2022.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.