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

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 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. 268 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.
268 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.