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

Baron Financial 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 Q3	$952K	Buy	24,127 +1,915	+9%	+$83.2K	0.46%	36
2026 Q2	$1.01M	Buy	22,212 +7,332	+49%	+$332K	0.48%	34
2026 Q1	$683K	Buy	14,880 +5,575	+60%	+$250K	0.37%	35
2025 Q4	$397K	Buy	+9,305	New	+$412K	0.21%	42
2022 Q3	–	Sell	-1,170	Closed	-$41K	–	205
2022 Q2	$41K	Sell	1,170 -60	-5%	-$2.17K	0.03%	90
2022 Q1	$45.8K	Hold	1,230	–	–	0.03%	92
2021 Q4	$44K	Hold	1,230	–	–	0.02%	99
2021 Q3	$39.3K	Hold	1,230	–	–	0.02%	105
2021 Q2	$38.9K	Sell	1,230 -40	-3%	-$1.31K	0.02%	108
2021 Q1	$40.7K	Buy	1,270 +600	+90%	+$18.6K	0.03%	103
2020 Q4	$21K	Hold	670	–	–	0.02%	137
2020 Q3	$19.9K	Buy	+670	New	+$19.9K	0.02%	135

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Baron Financial Group's XLU Position: Q3 2026 in Review

Baron Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.6% in Q3 2026, buying an estimated $83.2K and bringing the position to 24,127 shares worth $952K. The position accounts for 0.46% of the portfolio, ranked #36.

Baron Financial Group first reported a position in XLU in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.01M in Q2 2026. 77 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Baron Financial Group held 24,127 shares of State Street Utilities Select Sector SPDR ETF worth $952K as of Q3 2026.
Baron Financial Group bought 1,915 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $83.2K.
State Street Utilities Select Sector SPDR ETF made up 0.46% of Baron Financial Group's portfolio in Q3 2026, its #36 holding.
Baron Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 12 quarters since.
Baron Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.01M in Q2 2026.
77 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.