Galvin Gaustad & Stein’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Galvin Gaustad & Stein’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 Q3	$10.6M	Sell	268,805 -10,654	-4%	-$463K	0.8%	47
2026 Q2	$12.7M	Sell	279,459 -3,091	-1%	-$140K	0.94%	38
2026 Q1	$13M	Buy	+282,550	New	+$12.7M	1.04%	36
2021 Q4	–	Sell	-24,082	Closed	-$769K	–	192
2021 Q3	$769K	Sell	24,082 -76	-0.3%	-$2.54K	0.07%	110
2021 Q2	$764K	Buy	24,158 +474	+2%	+$15.5K	0.07%	116
2021 Q1	$758K	Sell	23,684 -1,122	-5%	-$34.8K	0.08%	116
2020 Q4	$778K	Buy	+24,806	New	+$785K	0.08%	113

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Galvin Gaustad & Stein's XLU Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.8% in Q3 2026, selling an estimated $463K and leaving 268,805 shares worth $10.6M. The position accounts for 0.8% of the portfolio, ranked #47.

Galvin Gaustad & Stein first reported a position in XLU in Q4 2020 and has held it in 7 quarters since. The position peaked at $13M in Q1 2026. 62 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Galvin Gaustad & Stein held 268,805 shares of State Street Utilities Select Sector SPDR ETF worth $10.6M as of Q3 2026.
Galvin Gaustad & Stein sold 10,654 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $463K.
State Street Utilities Select Sector SPDR ETF made up 0.8% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #47 holding.
Galvin Gaustad & Stein first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 7 quarters since.
Galvin Gaustad & Stein's State Street Utilities Select Sector SPDR ETF position peaked at $13M in Q1 2026.
62 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.