Leigh Baldwin & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Leigh Baldwin & Co’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	$308K	Buy	6,785 +764	+13%	+$34.6K	0.17%	129
2026 Q1	$276K	Sell	6,021 -772	-11%	-$34.6K	0.18%	126
2025 Q4	$290K	Buy	6,793 +3	+0%	+$133	0.19%	121
2025 Q3	$296K	Sell	6,790 -1,634	-19%	-$69.1K	0.17%	146
2025 Q2	$344K	Buy	8,424 +860	+11%	+$34.3K	0.23%	114
2025 Q1	$298K	Sell	7,564 -4,062	-35%	-$159K	0.24%	118
2024 Q4	$440K	Buy	+11,626	New	+$461K	0.37%	78

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

Leigh Baldwin & Co's XLU Position: Q2 2026 in Review

Leigh Baldwin & Co increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 13% in Q2 2026, buying an estimated $34.6K and bringing the position to 6,785 shares worth $308K. The position accounts for 0.17% of the portfolio, ranked #129.

Leigh Baldwin & Co first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $440K in Q4 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Leigh Baldwin & Co held 6,785 shares of State Street Utilities Select Sector SPDR ETF worth $308K as of Q2 2026.
Leigh Baldwin & Co bought 764 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $34.6K.
State Street Utilities Select Sector SPDR ETF made up 0.17% of Leigh Baldwin & Co's portfolio in Q2 2026, its #129 holding.
Leigh Baldwin & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Leigh Baldwin & Co's State Street Utilities Select Sector SPDR ETF position peaked at $440K in Q4 2024.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.