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
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: Q1 2026 in Review

Game Plan Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7,194% in Q1 2026, buying an estimated $3.92M and bringing the position to 88,546 shares worth $4.06M. The position accounts for 1.83% of the portfolio, ranked #15.

Game Plan Financial Advisors first reported a position in XLU in Q2 2024 and has held it in 8 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Game Plan Financial Advisors held 88,546 shares of State Street Utilities Select Sector SPDR ETF worth $4.06M as of Q1 2026.
  • Game Plan Financial Advisors bought 87,332 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $3.92M.
  • State Street Utilities Select Sector SPDR ETF made up 1.83% of Game Plan Financial Advisors's portfolio in Q1 2026, its #15 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 8 quarters since.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.