Westside Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Westside Investment 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	$310K	Sell	6,836 -450	-6%	-$20.4K	0.04%	253
2026 Q1	$336K	Hold	7,286	–	–	0.05%	229
2025 Q4	$313K	Hold	7,286	–	–	0.05%	219
2025 Q3	$320K	Hold	7,286	–	–	0.05%	222
2025 Q2	$298K	Buy	7,286 +4,746	+187%	+$189K	0.06%	216
2025 Q1	$100K	Sell	2,540 -700	-22%	-$27.3K	0.02%	312
2024 Q4	$123K	Sell	3,240 -29,802	-90%	-$1.18M	0.03%	282
2024 Q3	$1.29M	Buy	33,042 +300	+0.9%	+$11.1K	0.27%	92
2024 Q2	$1.11M	Buy	32,742 +1,354	+4%	+$46.5K	0.25%	101
2024 Q1	$1.03M	Buy	31,388 +3,300	+12%	+$103K	0.25%	101
2023 Q4	$889K	Buy	28,088 +10,150	+57%	+$310K	0.23%	108
2023 Q3	$529K	Buy	17,938 +3,700	+26%	+$119K	0.15%	132
2023 Q2	$466K	Hold	14,238	–	–	0.13%	141
2023 Q1	$485K	Buy	14,238 +248	+2%	+$8.4K	0.14%	130
2022 Q4	$92.1K	Sell	13,990 -600	-4%	-$20.4K	0.23%	95
2022 Q3	$121K	Buy	14,590 +1,200	+9%	+$44K	0.29%	85
2022 Q2	$85.6K	Sell	13,390 -900	-6%	-$32.6K	0.19%	103
2022 Q1	$90K	Buy	14,290 +1,030	+8%	+$35.7K	0.2%	103
2021 Q4	$121K	Buy	13,260 +9,850	+289%	+$332K	0.28%	78
2021 Q3	$40.6K	Buy	3,410 +1,600	+88%	+$53.5K	0.09%	135
2021 Q2	$27.5K	Hold	1,810	–	–	0.06%	146
2021 Q1	$57	Hold	1,810	–	–	﹤0.01%	363
2020 Q4	$56	Hold	1,810	–	–	﹤0.01%	339
2020 Q3	$53	Hold	1,810	–	–	﹤0.01%	337
2020 Q2	$51	Hold	1,810	–	–	﹤0.01%	325
2020 Q1	$50	Buy	+1,810	New	+$57.9K	﹤0.01%	326
2019 Q2	$129	Buy	+4,340	New	+$127K	﹤0.01%	226
2018 Q4	$115K	Buy	4,340 +4,000	+1,176%	+$109K	0.04%	205
2018 Q3	$8.92K	Hold	340	–	–	﹤0.01%	516
2018 Q2	$8.9K	Hold	340	–	–	﹤0.01%	590
2018 Q1	$8.52K	Hold	340	–	–	﹤0.01%	579
2017 Q4	$8.81K	Hold	340	–	–	﹤0.01%	593
2017 Q3	$9.1K	Hold	340	–	–	0.01%	567
2017 Q2	$8.75K	Hold	340	–	–	0.01%	568
2017 Q1	$8.8K	Hold	340	–	–	﹤0.01%	537
2016 Q4	$8.25K	Buy	+340	New	+$8.12K	0.01%	443

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

Westside Investment Management's XLU Position: Q2 2026 in Review

Westside Investment Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.2% in Q2 2026, selling an estimated $20.4K and leaving 6,836 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #253.

Westside Investment Management first reported a position in XLU in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.29M in Q3 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Westside Investment Management held 6,836 shares of State Street Utilities Select Sector SPDR ETF worth $310K as of Q2 2026.
Westside Investment Management sold 450 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $20.4K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Westside Investment Management's portfolio in Q2 2026, its #253 holding.
Westside Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 36 quarters since.
Westside Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.29M in Q3 2024.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.