Game Plan Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40.3K Sell
889
-87,657
-99% -$3.97M 0.02% 149
2026
Q1
$4.06M Buy
88,546
+87,332
+7,194% +$3.92M 1.83% 15
2025
Q4
$51.8K Hold
1,214
0.02% 133
2025
Q3
$52.9K Hold
1,214
0.02% 141
2025
Q2
$49.6K Sell
1,214
-250
-17% -$9.96K 0.02% 143
2025
Q1
$57.7K Sell
1,464
-2,536
-63% -$99.1K 0.03% 135
2024
Q4
$151K Hold
4,000
0.07% 97
2024
Q3
$162K Hold
4,000
0.08% 95
2024
Q2
$136K Buy
+4,000
New +$137K 0.07% 111

Other funds holding XLU

Game Plan Financial Advisors's XLU Position: Q2 2026 in Review

Game Plan Financial Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 99% in Q2 2026, selling an estimated $3.97M and leaving 889 shares worth $40.3K. The position accounts for 0.02% of the portfolio, ranked #149.

Game Plan Financial Advisors first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.06M in Q1 2026. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Game Plan Financial Advisors held 889 shares of State Street Utilities Select Sector SPDR ETF worth $40.3K as of Q2 2026.
  • Game Plan Financial Advisors sold 87,657 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.97M.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Game Plan Financial Advisors's portfolio in Q2 2026, its #149 holding.
  • Game Plan Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • Game Plan Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $4.06M in Q1 2026.
  • 1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.