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 Q2	–	Sell	-570,572	Closed	-$26.2M	–	670
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 $1.55T 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 22.9% 1-Year Est. Return

Westwood Holdings Group's XLU Position: Q2 2026 in Review

Westwood Holdings Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 570,572 shares — an estimated $26.2M sold.

Westwood Holdings Group first reported a position in XLU in Q3 2016 and held it in 12 quarters. The position peaked at $26.2M in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Westwood Holdings Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Westwood Holdings Group sold 570,572 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $26.2M.
Westwood Holdings Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2016 and held it in 12 quarters.
Westwood Holdings Group's State Street Utilities Select Sector SPDR ETF position peaked at $26.2M in Q1 2026.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.