Western Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Western Wealth Management's XLU Position: Q1 2026 in Review
Western Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 21% in Q1 2026, buying an estimated $452K and bringing the position to 58,030 shares worth $2.66M. The position accounts for 0.1% of the portfolio, ranked #221.
Western Wealth Management first reported a position in XLU in Q4 2018 and has held it in 29 quarters since. The position peaked at $8.21M in Q2 2022. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Western Wealth Management held 58,030 shares of State Street Utilities Select Sector SPDR ETF worth $2.66M as of Q1 2026.
- Western Wealth Management bought 10,079 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $452K.
- State Street Utilities Select Sector SPDR ETF made up 0.1% of Western Wealth Management's portfolio in Q1 2026, its #221 holding.
- Western Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
- Western Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $8.21M in Q2 2022.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.