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

Westend Capital Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$453	Hold	10	–	–	﹤0.01%	227
2026 Q1	$459	Hold	10	–	–	﹤0.01%	243
2025 Q4	$427	Hold	10	–	–	﹤0.01%	229
2025 Q3	$436	Hold	10	–	–	﹤0.01%	242
2025 Q2	$408	Hold	10	–	–	﹤0.01%	217
2025 Q1	$394	Buy	+10	New	+$391	﹤0.01%	217

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Westend Capital Management's XLU Position: Q2 2026 in Review

Westend Capital Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 10 shares worth $453. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Westend Capital Management first reported a position in XLU in Q1 2025 and has held it in 6 quarters since. The position peaked at $459 in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Westend Capital Management held 10 shares of State Street Utilities Select Sector SPDR ETF worth $453 as of Q2 2026.
Westend Capital Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Westend Capital Management's portfolio in Q2 2026, its #227 holding.
Westend Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Westend Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $459 in Q1 2026.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.