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

Bayesian 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
2024 Q4	–	Sell	-6,000	Closed	-$242K	–	1039
2024 Q3	$242K	Buy	+6,000	New	+$223K	0.03%	526
2024 Q2	–	Sell	-36,978	Closed	-$1.21M	–	1146
2024 Q1	$1.21M	Buy	+36,978	New	+$1.15M	0.12%	249
2023 Q4	–	Sell	-11,000	Closed	-$324K	–	1068
2023 Q3	$324K	Sell	11,000 -209,800	-95%	-$6.76M	0.04%	456
2023 Q2	$7.22M	Buy	220,800 +143,384	+185%	+$4.83M	0.78%	16
2023 Q1	$2.62M	Buy	77,416 +64,198	+486%	+$2.18M	0.32%	84
2022 Q4	$466K	Buy	+13,218	New	+$449K	0.07%	379
2022 Q3	–	Sell	-10,518	Closed	-$369K	–	1056
2022 Q2	$369K	Buy	+10,518	New	+$381K	0.07%	415
2021 Q4	–	Sell	-64,400	Closed	-$2.06M	–	545
2021 Q3	$2.06M	Buy	64,400 +56,200	+685%	+$1.88M	0.6%	32
2021 Q2	$259K	Buy	+8,200	New	+$268K	0.07%	316
2021 Q1	–	Sell	-18,600	Closed	-$583K	–	720
2020 Q4	$583K	Sell	18,600 -22,000	-54%	-$696K	0.15%	189
2020 Q3	$1.21M	Buy	+40,600	New	+$1.2M	0.29%	83
2020 Q1	–	Sell	-12,600	Closed	-$407K	–	1009
2019 Q4	$407K	Buy	+12,600	New	+$400K	0.07%	349
2017 Q4	–	Sell	-13,612	Closed	-$361K	–	750
2017 Q3	$361K	Buy	+13,612	New	+$365K	0.09%	329
2016 Q4	–	Sell	-11,000	Closed	-$269K	–	724
2016 Q3	$269K	Buy	+11,000	New	+$279K	0.18%	220

Other funds holding XLU

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Bayesian Capital Management's XLU Position: Q4 2024 in Review

Bayesian Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 6,000 shares — an estimated $242K sold.

Bayesian Capital Management first reported a position in XLU in Q3 2016 and held it in 14 quarters. The position peaked at $7.22M in Q2 2023. 1,362 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Bayesian Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Bayesian Capital Management sold 6,000 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $242K.
Bayesian Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2016 and held it in 14 quarters.
Bayesian Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $7.22M in Q2 2023.
1,362 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Bayesian Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.