Westwood Holdings Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Westwood Holdings Group’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 Q1	$26.2M	Buy	570,572 +250,710	+78%	+$11.2M	0.19%	176
2025 Q4	$13.7M	Sell	319,862 -1,480	-0.5%	-$65.5K	0.11%	217
2025 Q3	$14M	Sell	321,342 -6,230	-2%	-$264K	0.1%	214
2025 Q2	$13.4M	Sell	327,572 -5,582	-2%	-$222K	0.1%	213
2025 Q1	$13.1M	Sell	333,154 -19,770	-6%	-$772K	0.1%	193
2024 Q4	$13.4M	Buy	352,924 +8,764	+3%	+$348K	0.1%	200
2024 Q3	$13.9M	Buy	344,160 +8,604	+3%	+$319K	0.06%	232
2024 Q2	$11.4M	Buy	+335,556	New	+$11.5M	0.05%	239
2020 Q2	–	Sell	-9,088	Closed	-$252K	–	428
2020 Q1	$252K	Hold	9,088	–	–	﹤0.01%	374
2019 Q4	$294K	Buy	+9,088	New	+$289K	﹤0.01%	423
2017 Q1	–	Sell	-24,682	Closed	-$600K	–	424
2016 Q4	$600K	Sell	24,682 -386,200	-94%	-$9.22M	﹤0.01%	373
2016 Q3	$10.1M	Buy	+410,882	New	+$10.4M	0.09%	183

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Westwood Holdings Group's XLU Position: Q1 2026 in Review

Westwood Holdings Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 78% in Q1 2026, buying an estimated $11.2M and bringing the position to 570,572 shares worth $26.2M. The position accounts for 0.19% of the portfolio, ranked #176.

Westwood Holdings Group first reported a position in XLU in Q3 2016 and has held it in 12 quarters since. 1,595 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Westwood Holdings Group held 570,572 shares of State Street Utilities Select Sector SPDR ETF worth $26.2M as of Q1 2026.
Westwood Holdings Group bought 250,710 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $11.2M.
State Street Utilities Select Sector SPDR ETF made up 0.19% of Westwood Holdings Group's portfolio in Q1 2026, its #176 holding.
Westwood Holdings Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2016 and has held it in 12 quarters since.
1,595 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.