Vivaldi Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Vivaldi Capital Management's XLU Position: Q1 2026 in Review
Vivaldi Capital Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.6% in Q1 2026, selling an estimated $35.5K and leaving 13,215 shares worth $606K. The position accounts for 0.08% of the portfolio, ranked #144.
Vivaldi Capital Management first reported a position in XLU in Q2 2020 and has held it in 11 quarters since. The position peaked at $641K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Vivaldi Capital Management held 13,215 shares of State Street Utilities Select Sector SPDR ETF worth $606K as of Q1 2026.
- Vivaldi Capital Management sold 791 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $35.5K.
- State Street Utilities Select Sector SPDR ETF made up 0.08% of Vivaldi Capital Management's portfolio in Q1 2026, its #144 holding.
- Vivaldi Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and has held it in 11 quarters since.
- Vivaldi Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $641K in Q3 2025.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Vivaldi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.