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 $1.55T 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

Private Capital Management (Florida)'s XLU Position: Q2 2026 in Review

Private Capital Management (Florida) increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.3% in Q2 2026, buying an estimated $144K and bringing the position to 53,431 shares worth $2.42M. The position accounts for 0.21% of the portfolio, ranked #61.

Private Capital Management (Florida) first reported a position in XLU in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.38M in Q1 2023. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Private Capital Management (Florida) held 53,431 shares of State Street Utilities Select Sector SPDR ETF worth $2.42M as of Q2 2026.
Private Capital Management (Florida) bought 3,174 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $144K.
State Street Utilities Select Sector SPDR ETF made up 0.21% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #61 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 18 quarters since.
Private Capital Management (Florida)'s State Street Utilities Select Sector SPDR ETF position peaked at $3.38M in Q1 2023.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.