SB
XLU icon

Strategic Blueprint’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Strategic Blueprint’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 		$1.27M Sell
27,633
-5,847
-17% -$262K 0.07% 245
2025
Q4 		$1.43M Sell
33,480
-1,254
-4% -$55.5K 0.08% 219
2025
Q3 		$1.51M Sell
34,734
-1,018
-3% -$43.1K 0.07% 253
2025
Q2 		$1.46M Sell
35,752
-416
-1% -$16.6K 0.07% 239
2025
Q1 		$1.43M Buy
36,168
+68
+0.2% +$2.66K 0.08% 221
2024
Q4 		$1.37M Buy
36,100
+3,422
+10% +$136K 0.08% 207
2024
Q3 		$1.32M Buy
32,678
+1,046
+3% +$38.8K 0.08% 207
2024
Q2 		$1.08M Buy
31,632
+3,186
+11% +$109K 0.07% 230
2024
Q1 		$934K Sell
28,446
-598
-2% -$18.7K 0.07% 255
2023
Q4 		$920K Buy
29,044
+18,598
+178% +$569K 0.08% 245
2023
Q3 		$308K Buy
10,446
+750
+8% +$24.2K 0.03% 410
2023
Q2 		$317K Sell
9,696
-250
-3% -$8.42K 0.03% 408
2023
Q1 		$337K Buy
9,946
+192
+2% +$6.51K 0.03% 374
2022
Q4 		$344K Sell
9,754
-346
-3% -$11.8K 0.04% 362
2022
Q3 		$331K Buy
10,100
+340
+3% +$12.5K 0.04% 346
2022
Q2 		$342K Buy
9,760
+66
+0.7% +$2.39K 0.04% 339
2022
Q1 		$361K Buy
9,694
+122
+1% +$4.23K 0.04% 346
2021
Q4 		$343K Buy
9,572
+888
+10% +$30K 0.04% 348
2021
Q3 		$277K Buy
8,684
+1,534
+21% +$51.3K 0.04% 350
2021
Q2 		$226K Sell
7,150
-1,116
-14% -$36.5K 0.04% 355
2021
Q1 		$265K Buy
8,266
+1,346
+19% +$41.8K 0.06% 258
2020
Q4 		$217K Sell
6,920
-6,260
-47% -$198K 0.05% 226
2020
Q3 		$391K Sell
13,180
-23,904
-64% -$709K 0.12% 141
2020
Q2 		$1.05M Buy
37,084
+10,494
+39% +$303K 0.37% 69
2020
Q1 		$737K Buy
+26,590
New +$850K 0.43% 62

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Strategic Blueprint's XLU Position: Q1 2026 in Review

Strategic Blueprint reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 17% in Q1 2026, selling an estimated $262K and leaving 27,633 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #245.

Strategic Blueprint first reported a position in XLU in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.51M in Q3 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Strategic Blueprint held 27,633 shares of State Street Utilities Select Sector SPDR ETF worth $1.27M as of Q1 2026.
  • Strategic Blueprint sold 5,847 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $262K.
  • State Street Utilities Select Sector SPDR ETF made up 0.07% of Strategic Blueprint's portfolio in Q1 2026, its #245 holding.
  • Strategic Blueprint first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
  • Strategic Blueprint's State Street Utilities Select Sector SPDR ETF position peaked at $1.51M in Q3 2025.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.