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

Beaumont 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
2026 Q1	$5.41M	Buy	117,918 +3,006	+3%	+$135K	6.68%	7
2025 Q4	$4.91M	Sell	114,912 -4,064	-3%	-$180K	6.05%	6
2025 Q3	$5.19M	Sell	118,976 -31,722	-21%	-$1.34M	3.44%	7
2025 Q2	$6.15M	Buy	150,698 +18,582	+14%	+$740K	4.21%	7
2025 Q1	$5.21M	Sell	132,116 -22,028	-14%	-$861K	3.84%	5
2024 Q4	$5.83M	Buy	154,144 +34,254	+29%	+$1.36M	4.5%	3
2024 Q3	$4.84M	Sell	119,890 -5,998	-5%	-$223K	3.56%	12
2024 Q2	$4.29M	Sell	125,888 -6,602	-5%	-$227K	3.35%	8
2024 Q1	$4.35M	Sell	132,490 -3,976	-3%	-$124K	3.2%	9
2023 Q4	$4.32M	Buy	+136,466	New	+$4.17M	3.28%	15
2023 Q1	–	Sell	-232,188	Closed	-$8.18M	–	54
2022 Q4	$8.18M	Buy	232,188 +25,548	+12%	+$869K	5.77%	6
2022 Q3	$6.77M	Buy	+206,640	New	+$7.57M	6.72%	4
2021 Q4	–	Sell	-6,394	Closed	-$204K	–	53
2021 Q3	$204K	Buy	+6,394	New	+$214K	0.17%	39
2021 Q1	–	Sell	-6,408	Closed	-$201K	–	42
2020 Q4	$201K	Buy	+6,408	New	+$203K	0.2%	32

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Beaumont Capital Management's XLU Position: Q1 2026 in Review

Beaumont Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.6% in Q1 2026, buying an estimated $135K and bringing the position to 117,918 shares worth $5.41M. The position accounts for 6.68% of the portfolio, ranked #7.

Beaumont Capital Management first reported a position in XLU in Q4 2020 and has held it in 14 quarters since. The position peaked at $8.18M in Q4 2022. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Beaumont Capital Management held 117,918 shares of State Street Utilities Select Sector SPDR ETF worth $5.41M as of Q1 2026.
Beaumont Capital Management bought 3,006 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $135K.
State Street Utilities Select Sector SPDR ETF made up 6.68% of Beaumont Capital Management's portfolio in Q1 2026, its #7 holding.
Beaumont Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 14 quarters since.
Beaumont Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $8.18M in Q4 2022.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.