Barometer Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Barometer Capital Management’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 Q1	–	Sell	-11,600	Closed	-$395K	–	200
2024 Q4	$395K	Buy	+11,600	New	+$460K	0.16%	75
2024 Q3	–	Sell	-11,600	Closed	-$395K	–	207
2024 Q2	$395K	Buy	+11,600	New	+$398K	0.15%	74
2015 Q1	–	Sell	-25,800	Closed	-$609K	–	173
2014 Q4	$609K	Buy	+25,800	New	+$584K	0.05%	103

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Barometer Capital Management's XLU Position: Q1 2025 in Review

Barometer Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 11,600 shares — an estimated $395K sold.

Barometer Capital Management first reported a position in XLU in Q4 2014 and held it in 3 quarters. The position peaked at $609K in Q4 2014. 1,354 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Barometer Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Barometer Capital Management sold 11,600 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $395K.
Barometer Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and held it in 3 quarters.
Barometer Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $609K in Q4 2014.
1,354 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Barometer Capital Management's 13F filing for Q1 2025, filed 14 May 2025.