Gladstone Institutional Advisory’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Gladstone Institutional Advisory's XLU Position: Q1 2026 in Review
Gladstone Institutional Advisory reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 56% in Q1 2026, selling an estimated $6M and leaving 104,944 shares worth $4.82M. The position accounts for 0.18% of the portfolio, ranked #132.
Gladstone Institutional Advisory first reported a position in XLU in Q4 2018 and has held it in 25 quarters since. The position peaked at $13.4M in Q4 2022. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Gladstone Institutional Advisory held 104,944 shares of State Street Utilities Select Sector SPDR ETF worth $4.82M as of Q1 2026.
- Gladstone Institutional Advisory sold 133,688 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $6M.
- State Street Utilities Select Sector SPDR ETF made up 0.18% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #132 holding.
- Gladstone Institutional Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
- Gladstone Institutional Advisory's State Street Utilities Select Sector SPDR ETF position peaked at $13.4M in Q4 2022.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.