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 Q3	$250K	Sell	6,347 -438	-6%	-$19K	0.13%	145
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Leigh Baldwin & Co's XLU Position: Q3 2026 in Review

Leigh Baldwin & Co reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.5% in Q3 2026, selling an estimated $19K and leaving 6,347 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #145.

Leigh Baldwin & Co first reported a position in XLU in Q4 2024 and has held it in 8 quarters since. The position peaked at $440K in Q4 2024. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Leigh Baldwin & Co held 6,347 shares of State Street Utilities Select Sector SPDR ETF worth $250K as of Q3 2026.
Leigh Baldwin & Co sold 438 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $19K.
State Street Utilities Select Sector SPDR ETF made up 0.13% of Leigh Baldwin & Co's portfolio in Q3 2026, its #145 holding.
Leigh Baldwin & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Leigh Baldwin & Co's State Street Utilities Select Sector SPDR ETF position peaked at $440K in Q4 2024.
1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Leigh Baldwin & Co's 13F filing for Q3 2026, filed 13 Nov 2026.