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: Q1 2026 in Review
Westbourne Investments increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2% in Q1 2026, buying an estimated $5.16K and bringing the position to 5,762 shares worth $264K. The position accounts for 0.13% of the portfolio, ranked #119.
Westbourne Investments first reported a position in XLU in Q4 2025 and has held it in 2 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Westbourne Investments held 5,762 shares of State Street Utilities Select Sector SPDR ETF worth $264K as of Q1 2026.
- Westbourne Investments bought 115 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $5.16K.
- State Street Utilities Select Sector SPDR ETF made up 0.13% of Westbourne Investments's portfolio in Q1 2026, its #119 holding.
- Westbourne Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.