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Bear Mountain Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bear Mountain Capital’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 		$457 Buy
+10
New +$453 ﹤0.01% 167

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bear Mountain Capital's XLU Position: Q2 2026 in Review

Bear Mountain Capital opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 10 shares worth $457. The stake represents ﹤0.01% of the portfolio and ranks #167 among its holdings.

660 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Bear Mountain Capital held 10 shares of State Street Utilities Select Sector SPDR ETF worth $457 as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Bear Mountain Capital position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #167 holding.
  • 660 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.