Osbon Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$34.9K Buy
762
+6
+0.8% +$269 0.03% 179
2025
Q4
$32.3K Buy
+756
New +$33.5K 0.03% 141

Other funds holding XLU

Osbon Capital Management's XLU Position: Q1 2026 in Review

Osbon Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.79% in Q1 2026, buying an estimated $269 and bringing the position to 762 shares worth $34.9K. The position accounts for 0.03% of the portfolio, ranked #179.

Osbon Capital Management first reported a position in XLU in Q4 2025 and has held it in 2 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Osbon Capital Management held 762 shares of State Street Utilities Select Sector SPDR ETF worth $34.9K as of Q1 2026.
  • Osbon Capital Management bought 6 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $269.
  • State Street Utilities Select Sector SPDR ETF made up 0.03% of Osbon Capital Management's portfolio in Q1 2026, its #179 holding.
  • Osbon Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.