GKWIM
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Gerber Kawasaki Wealth & Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$1.29M Sell
28,392
-668
-2% -$30.3K 0.03% 155
2026
Q1 		$1.33M Sell
29,060
-7,462
-20% -$335K 0.04% 145
2025
Q4 		$1.56M Buy
36,522
+778
+2% +$34.5K 0.05% 131
2025
Q3 		$1.56M Buy
35,744
+4,934
+16% +$209K 0.05% 127
2025
Q2 		$1.26M Buy
30,810
+3,294
+12% +$131K 0.05% 136
2025
Q1 		$1.08M Buy
27,516
+604
+2% +$23.6K 0.05% 131
2024
Q4 		$1.02M Buy
26,912
+1,396
+5% +$55.4K 0.04% 142
2024
Q3 		$1.03M Buy
25,516
+16,248
+175% +$603K 0.05% 134
2024
Q2 		$316K Buy
9,268
+5,046
+120% +$173K 0.02% 219
2024
Q1 		$139K Buy
+4,222
New +$132K 0.01% 272
2023
Q4 		– Sell
-14,388
Closed -$424K – 280
2023
Q3 		$424K Sell
14,388
-2,068
-13% -$66.7K 0.03% 171
2023
Q2 		$538K Sell
16,456
-1,284
-7% -$43.2K 0.04% 162
2023
Q1 		$600K Buy
17,740
+48
+0.3% +$1.63K 0.05% 157
2022
Q4 		$624K Buy
17,692
+88
+0.5% +$2.99K 0.06% 152
2022
Q3 		$576K Buy
17,604
+4,140
+31% +$152K 0.05% 149
2022
Q2 		$472K Buy
13,464
+2,258
+20% +$81.7K 0.04% 160
2022
Q1 		$417K Buy
11,206
+5,332
+91% +$185K 0.03% 173
2021
Q4 		$210K Buy
5,874
+1,214
+26% +$41K 0.02% 254
2021
Q3 		$148K Buy
+4,660
New +$156K 0.02% 206

Other funds holding XLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's XLU Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.3% in Q2 2026, selling an estimated $30.3K and leaving 28,392 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #155.

Gerber Kawasaki Wealth & Investment Management first reported a position in XLU in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2025. 1,186 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 28,392 shares of State Street Utilities Select Sector SPDR ETF worth $1.29M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 668 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $30.3K.
  • State Street Utilities Select Sector SPDR ETF made up 0.03% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #155 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.56M in Q4 2025.
  • 1,186 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.