Southland Equity Partners’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
Q2
$246K Buy
5,415
+37
+0.7% +$1.68K 0.04% 267
2026
Q1
$247K Buy
+5,378
New +$241K 0.05% 234

Other funds holding XLU

Southland Equity Partners's XLU Position: Q2 2026 in Review

Southland Equity Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.69% in Q2 2026, buying an estimated $1.68K and bringing the position to 5,415 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #267.

Southland Equity Partners first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $247K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Southland Equity Partners held 5,415 shares of State Street Utilities Select Sector SPDR ETF worth $246K as of Q2 2026.
  • Southland Equity Partners bought 37 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.68K.
  • State Street Utilities Select Sector SPDR ETF made up 0.04% of Southland Equity Partners's portfolio in Q2 2026, its #267 holding.
  • Southland Equity Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Southland Equity Partners's State Street Utilities Select Sector SPDR ETF position peaked at $247K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.