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

Financial Gravity Companies’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
2025 Q2	$17.6K	Buy	+432	New	+$17.2K	﹤0.01%	474
2024 Q4	$22.4K	Buy	592 +16	+3%	+$635	0.01%	425
2024 Q3	$23.3K	Buy	+576	New	+$21.4K	0.01%	258
2018 Q1	–	Sell	-90	Closed	-$2K	–	1680
2017 Q4	$2K	Buy	+90	New	+$2.47K	﹤0.01%	997

Other funds holding XLU

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Gravity Companies's XLU Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025: 432 shares worth $17.6K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in XLU as recently as Q4 2024.

Financial Gravity Companies first reported a position in XLU in Q4 2017 and has held it in 4 quarters since. The position peaked at $23.3K in Q3 2024. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Financial Gravity Companies held 432 shares of State Street Utilities Select Sector SPDR ETF worth $17.6K as of Q2 2025.
State Street Utilities Select Sector SPDR ETF was a new Financial Gravity Companies position in Q2 2025.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #474 holding.
Financial Gravity Companies first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 4 quarters since.
Financial Gravity Companies's State Street Utilities Select Sector SPDR ETF position peaked at $23.3K in Q3 2024.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.