GK Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

GK Wealth 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	$396K	Buy	+8,744	New	+$396K	0.21%	117
2026 Q1	–	Sell	-8,664	Closed	-$370K	–	222
2025 Q4	$370K	Sell	8,664 -474	-5%	-$21K	0.25%	99
2025 Q3	$399K	Buy	9,138 +190	+2%	+$8.04K	0.29%	86
2025 Q2	$365K	Buy	8,948 +4	+0%	+$159	0.33%	79
2025 Q1	$353K	Buy	8,944 +1,656	+23%	+$64.7K	0.4%	68
2024 Q4	$276K	Buy	+7,288	New	+$289K	0.35%	91

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

GK Wealth Management's XLU Position: Q2 2026 in Review

GK Wealth Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 8,744 shares worth $396K. The stake represents 0.21% of the portfolio and ranks #117 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in XLU as recently as Q4 2025.

GK Wealth Management first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $399K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

GK Wealth Management held 8,744 shares of State Street Utilities Select Sector SPDR ETF worth $396K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new GK Wealth Management position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.21% of GK Wealth Management's portfolio in Q2 2026, its #117 holding.
GK Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
GK Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $399K in Q3 2025.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.