Financial Gravity Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Financial Gravity Asset 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 Q1	$131K	Sell	2,865 -217	-7%	-$9.74K	0.02%	194
2025 Q4	$132K	Buy	3,082 +2,440	+380%	+$108K	0.03%	150
2025 Q3	$28K	Buy	+642	New	+$27.2K	0.01%	368
2025 Q1	$17.7K	Buy	+450	New	+$17.6K	﹤0.01%	495
2024 Q2	$52.9K	Buy	1,554 +846	+119%	+$29.1K	0.01%	263
2024 Q1	$23.2K	Sell	708 -130	-16%	-$4.06K	0.01%	361
2023 Q4	$26.4K	Buy	+838	New	+$25.6K	0.01%	345
2021 Q3	$64K	Hold	78	–	–	0.03%	479
2021 Q2	$63K	Buy	+78	New	+$2.55K	0.02%	492
2020 Q4	$26K	Buy	+814	New	+$25.8K	0.02%	118
2019 Q4	$83K	Buy	7,356 +7,326	+24,420%	+$233K	0.06%	411
2019 Q3	$1K	Sell	30 -88	-75%	-$2.71K	﹤0.01%	1132
2019 Q2	$4K	Buy	+118	New	+$3.47K	﹤0.01%	754

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Financial Gravity Asset Management's XLU Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7% in Q1 2026, selling an estimated $9.74K and leaving 2,865 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #194.

Financial Gravity Asset Management first reported a position in XLU in Q2 2019 and has held it in 13 quarters since. The position peaked at $132K in Q4 2025. 1,598 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Financial Gravity Asset Management held 2,865 shares of State Street Utilities Select Sector SPDR ETF worth $131K as of Q1 2026.
Financial Gravity Asset Management sold 217 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $9.74K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #194 holding.
Financial Gravity Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 13 quarters since.
Financial Gravity Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $132K in Q4 2025.
1,598 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.