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

GHP Investment 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	$22.7K	Hold	500	–	–	﹤0.01%	685
2026 Q1	$22.9K	Buy	+500	New	+$22.4K	﹤0.01%	679
2023 Q2	–	Sell	-410	Closed	-$13.9K	–	972
2023 Q1	$13.9K	Hold	410	–	–	﹤0.01%	635
2022 Q4	$14.5K	Buy	+410	New	+$13.9K	﹤0.01%	628

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

GHP Investment Advisors's XLU Position: Q2 2026 in Review

GHP Investment Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 500 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

GHP Investment Advisors first reported a position in XLU in Q4 2022 and has held it in 4 quarters since. The position peaked at $22.9K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

GHP Investment Advisors held 500 shares of State Street Utilities Select Sector SPDR ETF worth $22.7K as of Q2 2026.
GHP Investment Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #685 holding.
GHP Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 4 quarters since.
GHP Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $22.9K 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 GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.