Private Capital Management (Florida)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Private Capital Management (Florida)’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
2023 Q2	–	Sell	-147,000	Closed	-$4.98M	–	159
2023 Q1	$4.98M	Buy	+147,000	New	+$4.98M	0.58%	32
2021 Q2	–	Sell	-80,000	Closed	-$2.56M	–	81
2021 Q1	$2.56M	Buy	+80,000	New	+$2.48M	0.44%	36
2020 Q3	–	Sell	-36,000	Closed	-$1.02M	–	109
2020 Q2	$1.02M	Buy	+36,000	New	+$1.04M	0.25%	39

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

Private Capital Management (Florida)'s XLU Position: Q1 2026 in Review

Private Capital Management (Florida) reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.1% in Q1 2026, selling an estimated $48.4K and leaving 50,257 shares worth $2.31M. The position accounts for 0.23% of the portfolio, ranked #59.

Private Capital Management (Florida) first reported a position in XLU in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.38M in Q1 2023. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Private Capital Management (Florida) held 50,257 shares of State Street Utilities Select Sector SPDR ETF worth $2.31M as of Q1 2026.
Private Capital Management (Florida) sold 1,079 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $48.4K.
State Street Utilities Select Sector SPDR ETF made up 0.23% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #59 holding.
Private Capital Management (Florida) first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Private Capital Management (Florida)'s State Street Utilities Select Sector SPDR ETF position peaked at $3.38M in Q1 2023.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.