Westover Capital Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Westover Capital Advisors’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	$793K	Buy	17,500 +4,300	+33%	+$195K	0.13%	118
2026 Q1	$606K	Hold	13,200	–	–	0.11%	126
2025 Q4	$564K	Hold	13,200	–	–	0.1%	139
2025 Q3	$576K	Hold	13,200	–	–	0.11%	137
2025 Q2	$539K	Hold	13,200	–	–	0.11%	136
2025 Q1	$520K	Hold	13,200	–	–	0.12%	138
2024 Q4	$500K	Hold	13,200	–	–	0.11%	147
2024 Q3	$533K	Buy	+13,200	New	+$490K	0.1%	142

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 22.96% 1-Year Est. Return

Westover Capital Advisors's XLU Position: Q2 2026 in Review

Westover Capital Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 33% in Q2 2026, buying an estimated $195K and bringing the position to 17,500 shares worth $793K. The position accounts for 0.13% of the portfolio, ranked #118.

Westover Capital Advisors first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Westover Capital Advisors held 17,500 shares of State Street Utilities Select Sector SPDR ETF worth $793K as of Q2 2026.
Westover Capital Advisors bought 4,300 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $195K.
State Street Utilities Select Sector SPDR ETF made up 0.13% of Westover Capital Advisors's portfolio in Q2 2026, its #118 holding.
Westover Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.