GFS Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

GFS Advisors’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	$512K	Buy	+2,640	New	+$120K	0.05%	138
2024 Q4	–	Sell	-6,910	Closed	-$279K	–	159
2024 Q3	$279K	Sell	6,910 -9,790	-59%	-$363K	0.06%	100
2024 Q2	$212K	Buy	16,700 +8,490	+103%	+$292K	0.03%	142
2024 Q1	$269K	Sell	8,210 -3,000	-27%	-$93.6K	0.04%	127
2023 Q4	$355K	Buy	11,210 +52	+0.5%	+$1.59K	0.05%	126
2023 Q3	$329K	Hold	11,158	–	–	0.05%	128
2023 Q2	$365K	Buy	11,158 +4,980	+81%	+$168K	0.08%	105
2023 Q1	$209K	Sell	6,178 -3,000	-33%	-$102K	0.05%	127
2022 Q4	$324K	Buy	9,178 +1,000	+12%	+$34K	0.07%	110
2022 Q3	$268K	Hold	8,178	–	–	0.06%	119
2022 Q2	$287K	Sell	8,178 -6,396	-44%	-$232K	0.06%	119
2022 Q1	$543K	Buy	14,574 +200	+1%	+$6.93K	0.11%	117
2021 Q4	$514K	Buy	14,374 +2,000	+16%	+$67.5K	0.08%	130
2021 Q3	$395K	Buy	+12,374	New	+$414K	0.09%	135

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

GFS Advisors's XLU Position: Q2 2026 in Review

GFS Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 2,640 shares worth $512K. The stake represents 0.05% of the portfolio and ranks #138 among its holdings. This is a return to the name: GFS Advisors previously reported a position in XLU as recently as Q3 2024.

GFS Advisors first reported a position in XLU in Q3 2021 and has held it in 14 quarters since. The position peaked at $543K in Q1 2022. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

GFS Advisors held 2,640 shares of State Street Utilities Select Sector SPDR ETF worth $512K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new GFS Advisors position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.05% of GFS Advisors's portfolio in Q2 2026, its #138 holding.
GFS Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 14 quarters since.
GFS Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $543K in Q1 2022.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.