GI
XLU icon

GAMMA Investing’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

GAMMA Investing’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 		$293K Buy
6,462
+274
+4% +$12.4K 0.01% 990
2026
Q1 		$284K Hold
6,188
– – 0.01% 880
2025
Q4 		$264K Hold
6,188
– – 0.01% 852
2025
Q3 		$270K Hold
6,188
– – 0.01% 792
2025
Q2 		$253K Buy
6,188
+3,470
+128% +$138K 0.02% 762
2025
Q1 		$107K Hold
2,718
– – 0.01% 1192
2024
Q4 		$103K Buy
2,718
+134
+5% +$5.32K 0.01% 1101
2024
Q3 		$104K Buy
2,584
+2,100
+434% +$77.9K 0.01% 971
2024
Q2 		$16.5K Hold
484
– – ﹤0.01% 1983
2024
Q1 		$15.9K Hold
484
– – ﹤0.01% 1795
2023
Q4 		$14.9K Buy
+484
New +$14.8K ﹤0.01% 1681

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

GAMMA Investing's XLU Position: Q2 2026 in Review

GAMMA Investing increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.4% in Q2 2026, buying an estimated $12.4K and bringing the position to 6,462 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #990.

GAMMA Investing first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • GAMMA Investing held 6,462 shares of State Street Utilities Select Sector SPDR ETF worth $293K as of Q2 2026.
  • GAMMA Investing bought 274 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $12.4K.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #990 holding.
  • GAMMA Investing first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.