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

Westwind Capital’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 		– Sell
-47,632
Closed -$2.19M – 106
2026
Q1 		$2.19M Buy
+47,632
New +$2.14M 0.52% 28

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Westwind Capital's XLU Position: Q2 2026 in Review

Westwind Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 47,632 shares — an estimated $2.19M sold.

Westwind Capital first reported a position in XLU in Q1 2026 and held it in 1 quarter. The position peaked at $2.19M in Q1 2026. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Westwind Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Westwind Capital sold 47,632 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.19M.
  • Westwind Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Westwind Capital's State Street Utilities Select Sector SPDR ETF position peaked at $2.19M in Q1 2026.
  • 751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.