Bank of Marin’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$550K Hold
12,124
0.38% 72
2026
Q1
$556K Buy
12,124
+1,000
+9% +$44.9K 0.41% 76
2025
Q4
$475K Sell
11,124
-200
-2% -$8.86K 0.33% 91
2025
Q3
$494K Sell
11,324
-1,112
-9% -$47K 0.35% 86
2025
Q2
$508K Buy
+12,436
New +$496K 0.38% 78
2025
Q1
Sell
-14,232
Closed -$539K 132
2024
Q4
$539K Buy
14,232
+48
+0.3% +$1.91K 0.43% 69
2024
Q3
$573K Buy
14,184
+1,188
+9% +$44.1K 0.46% 67
2024
Q2
$443K Sell
12,996
-58
-0.4% -$1.99K 0.38% 84
2024
Q1
$428K Sell
13,054
-1,368
-9% -$42.7K 0.38% 83
2023
Q4
$457K Buy
14,422
+776
+6% +$23.7K 0.41% 79
2023
Q3
$402K Buy
13,646
+1,158
+9% +$37.3K 0.39% 80
2023
Q2
$409K Sell
12,488
-796
-6% -$26.8K 0.38% 82
2023
Q1
$450K Buy
13,284
+3,802
+40% +$129K 0.43% 81
2022
Q4
$334K Buy
+9,482
New +$322K 0.31% 93
2022
Q3
Sell
-6,220
Closed -$218K 118
2022
Q2
$218K Buy
+6,220
New +$225K 0.19% 114

Other funds holding XLU

Bank of Marin's XLU Position: Q2 2026 in Review

Bank of Marin held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 12,124 shares worth $550K. The position accounts for 0.38% of the portfolio, ranked #72.

Bank of Marin first reported a position in XLU in Q2 2022 and has held it in 15 quarters since. The position peaked at $573K in Q3 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Bank of Marin held 12,124 shares of State Street Utilities Select Sector SPDR ETF worth $550K as of Q2 2026.
  • Bank of Marin left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.38% of Bank of Marin's portfolio in Q2 2026, its #72 holding.
  • Bank of Marin first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 15 quarters since.
  • Bank of Marin's State Street Utilities Select Sector SPDR ETF position peaked at $573K in Q3 2024.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Bank of Marin's 13F filing for Q2 2026, filed 13 Aug 2026.