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Bay Capital Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bay Capital Advisors’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 		$204K Hold
4,510
– – 0.11% 106
2026
Q1 		$207K Buy
+4,510
New +$202K 0.13% 104
2025
Q1 		– Sell
-5,360
Closed -$203K – 116
2024
Q4 		$203K Buy
+5,360
New +$213K 0.16% 108

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Bay Capital Advisors's XLU Position: Q2 2026 in Review

Bay Capital Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 4,510 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #106.

Bay Capital Advisors first reported a position in XLU in Q4 2024 and has held it in 3 quarters since. The position peaked at $207K in Q1 2026. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Bay Capital Advisors held 4,510 shares of State Street Utilities Select Sector SPDR ETF worth $204K as of Q2 2026.
  • Bay Capital Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.11% of Bay Capital Advisors's portfolio in Q2 2026, its #106 holding.
  • Bay Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 3 quarters since.
  • Bay Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $207K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.