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 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

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 22.96% 1-Year Est. Return

Galvin Gaustad & Stein's XLU Position: Q2 2026 in Review

Galvin Gaustad & Stein reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.1% in Q2 2026, selling an estimated $140K and leaving 279,459 shares worth $12.7M. The position accounts for 0.94% of the portfolio, ranked #38.

Galvin Gaustad & Stein first reported a position in XLU in Q4 2020 and has held it in 6 quarters since. The position peaked at $13M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Galvin Gaustad & Stein held 279,459 shares of State Street Utilities Select Sector SPDR ETF worth $12.7M as of Q2 2026.
Galvin Gaustad & Stein sold 3,091 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $140K.
State Street Utilities Select Sector SPDR ETF made up 0.94% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #38 holding.
Galvin Gaustad & Stein first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 6 quarters since.
Galvin Gaustad & Stein's State Street Utilities Select Sector SPDR ETF position peaked at $13M in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.