Gateway Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Gateway Wealth Partners’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	$3.13M	Sell	68,928 -50,029	-42%	-$2.27M	0.19%	133
2026 Q1	$5.46M	Buy	118,957 +101,779	+592%	+$4.57M	0.21%	123
2025 Q4	$733K	Buy	17,178 +3,030	+21%	+$134K	0.08%	228
2025 Q3	$617K	Buy	14,148 +528	+4%	+$22.3K	0.08%	218
2025 Q2	$556K	Buy	+13,620	New	+$543K	0.11%	185
2024 Q3	–	Sell	-5,980	Closed	-$204K	–	293
2024 Q2	$204K	Buy	+5,980	New	+$205K	0.06%	254
2024 Q1	–	Sell	-6,950	Closed	-$220K	–	256
2023 Q4	$220K	Sell	6,950 -98,824	-93%	-$3.02M	0.09%	205
2023 Q3	$3.12M	Buy	105,774 +4,236	+4%	+$137K	0.56%	40
2023 Q2	$3.32M	Buy	101,538 +2,386	+2%	+$80.3K	0.59%	37
2023 Q1	$3.36M	Buy	99,152 +14,154	+17%	+$480K	0.52%	34
2022 Q4	$3M	Buy	+84,998	New	+$2.89M	0.51%	37

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

Gateway Wealth Partners's XLU Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 42% in Q2 2026, selling an estimated $2.27M and leaving 68,928 shares worth $3.13M. The position accounts for 0.19% of the portfolio, ranked #133.

Gateway Wealth Partners first reported a position in XLU in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.46M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Gateway Wealth Partners held 68,928 shares of State Street Utilities Select Sector SPDR ETF worth $3.13M as of Q2 2026.
Gateway Wealth Partners sold 50,029 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.27M.
State Street Utilities Select Sector SPDR ETF made up 0.19% of Gateway Wealth Partners's portfolio in Q2 2026, its #133 holding.
Gateway Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
Gateway Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $5.46M 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 Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.