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: Q2 2026 in Review
Lionsbridge Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.2% in Q2 2026, selling an estimated $73.7K and leaving 37,300 shares worth $1.69M. The position accounts for 1.66% of the portfolio, ranked #21.
Lionsbridge Wealth Management first reported a position in XLU in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.24M in Q1 2025. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Lionsbridge Wealth Management held 37,300 shares of State Street Utilities Select Sector SPDR ETF worth $1.69M as of Q2 2026.
- Lionsbridge Wealth Management sold 1,628 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $73.7K.
- State Street Utilities Select Sector SPDR ETF made up 1.66% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #21 holding.
- Lionsbridge Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 10 quarters since.
- Lionsbridge Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $3.24M in Q1 2025.
- 1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.