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 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 $1.37T 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

Leigh Baldwin & Co's XLU Position: Q1 2026 in Review

Leigh Baldwin & Co reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q1 2026, selling an estimated $34.6K and leaving 6,021 shares worth $276K. The position accounts for 0.18% of the portfolio, ranked #126.

Leigh Baldwin & Co first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $440K in Q4 2024. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Leigh Baldwin & Co held 6,021 shares of State Street Utilities Select Sector SPDR ETF worth $276K as of Q1 2026.
Leigh Baldwin & Co sold 772 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $34.6K.
State Street Utilities Select Sector SPDR ETF made up 0.18% of Leigh Baldwin & Co's portfolio in Q1 2026, its #126 holding.
Leigh Baldwin & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Leigh Baldwin & Co's State Street Utilities Select Sector SPDR ETF position peaked at $440K in Q4 2024.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.