SEC 13F Intelligence

Lionsbridge Wealth Management LLC / XLU

Lionsbridge Wealth Management LLC’s Select Sector Spdr Tr Position

Does Lionsbridge Wealth Management LLC own Select Sector Spdr Tr (XLU)? Yes — 38.9K shares worth $2M (+1.80% of its 13F portfolio) as of Q1 2026, up from 38.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
38.9K
% of Portfolio
+1.80%
Quarters Held
9
currently held

Position History XLU

Reported value by quarter
Q4 ’19: $13,000Q4 ’19Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $3MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.9K$2M+1.80%
Q4 202538.1K$2M+1.64%
Q3 202519.1K$2M+1.64%
Q2 202518.7K$2M+1.52%
Q1 202542.1K$3M+2.88%
Q4 202422.9K$2M+1.46%
Q3 202424.8K$2M+1.58%
Q2 202425.1K$2M+1.37%
Q4 2019209$13,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of XLU.