Marin Bay Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Marin Bay Wealth Advisors's XLU Position: Q2 2026 in Review
Marin Bay Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.12% in Q2 2026, buying an estimated $634 and bringing the position to 11,854 shares worth $538K. The position accounts for 0.29% of the portfolio, ranked #59.
Marin Bay Wealth Advisors first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $543K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Marin Bay Wealth Advisors held 11,854 shares of State Street Utilities Select Sector SPDR ETF worth $538K as of Q2 2026.
- Marin Bay Wealth Advisors bought 14 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $634.
- State Street Utilities Select Sector SPDR ETF made up 0.29% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #59 holding.
- Marin Bay Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Marin Bay Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $543K in Q1 2026.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.