Lionsbridge Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Lionsbridge Wealth Management's XLU Position: Q1 2026 in Review
Lionsbridge Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.3% in Q1 2026, buying an estimated $39.1K and bringing the position to 38,928 shares worth $1.79M. The position accounts for 1.8% of the portfolio, ranked #20.
Lionsbridge Wealth Management first reported a position in XLU in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.24M in Q1 2025. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Lionsbridge Wealth Management held 38,928 shares of State Street Utilities Select Sector SPDR ETF worth $1.79M as of Q1 2026.
- Lionsbridge Wealth Management bought 872 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $39.1K.
- State Street Utilities Select Sector SPDR ETF made up 1.8% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #20 holding.
- Lionsbridge Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 9 quarters since.
- Lionsbridge Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $3.24M in Q1 2025.
- 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.