Bank Julius Baer & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bank Julius Baer & Co’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
2025 Q4	–	Sell	-9,484	Closed	-$414K	–	720
2025 Q3	$414K	Buy	+9,484	New	+$401K	﹤0.01%	433
2025 Q1	–	Sell	-544	Closed	-$22.7K	–	682
2024 Q4	$22.7K	Buy	+544	New	+$21.6K	﹤0.01%	593
2022 Q1	–	Sell	-1,240	Closed	-$44K	–	824
2021 Q4	$44K	Hold	1,240	–	–	﹤0.01%	668
2021 Q3	$40K	Buy	1,240 +6	+0.5%	+$201	﹤0.01%	699
2021 Q2	$39K	Buy	+1,234	New	+$40.4K	﹤0.01%	707
2021 Q1	–	Sell	-1,244	Closed	-$39K	–	908
2020 Q4	$39K	Buy	+1,244	New	+$39.4K	﹤0.01%	714

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank Julius Baer & Co's XLU Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 9,484 shares — an estimated $414K sold.

Bank Julius Baer & Co first reported a position in XLU in Q4 2020 and held it in 6 quarters. The position peaked at $414K in Q3 2025. 1,528 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Bank Julius Baer & Co reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Bank Julius Baer & Co sold 9,484 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $414K.
Bank Julius Baer & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
Bank Julius Baer & Co's State Street Utilities Select Sector SPDR ETF position peaked at $414K in Q3 2025.
1,528 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.