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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baron Financial Group's XLU Position: Q2 2026 in Review

Baron Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 49% in Q2 2026, buying an estimated $332K and bringing the position to 22,212 shares worth $1.01M. The position accounts for 0.48% of the portfolio, ranked #34.

Baron Financial Group first reported a position in XLU in Q3 2020 and has held it in 11 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Baron Financial Group held 22,212 shares of State Street Utilities Select Sector SPDR ETF worth $1.01M as of Q2 2026.
Baron Financial Group bought 7,332 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $332K.
State Street Utilities Select Sector SPDR ETF made up 0.48% of Baron Financial Group's portfolio in Q2 2026, its #34 holding.
Baron Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 11 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.