Westbourne Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Westbourne Investments's XLU Position: Q2 2026 in Review
Westbourne Investments reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.7% in Q2 2026, selling an estimated $4.53K and leaving 5,662 shares worth $257K. The position accounts for 0.1% of the portfolio, ranked #120.
Westbourne Investments first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $264K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Westbourne Investments held 5,662 shares of State Street Utilities Select Sector SPDR ETF worth $257K as of Q2 2026.
- Westbourne Investments sold 100 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $4.53K.
- State Street Utilities Select Sector SPDR ETF made up 0.1% of Westbourne Investments's portfolio in Q2 2026, its #120 holding.
- Westbourne Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Westbourne Investments's State Street Utilities Select Sector SPDR ETF position peaked at $264K in Q1 2026.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.