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: Q2 2026 in Review
Gladstone Institutional Advisory increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 13% in Q2 2026, buying an estimated $630K and bringing the position to 118,854 shares worth $5.39M. The position accounts for 0.17% of the portfolio, ranked #121.
Gladstone Institutional Advisory first reported a position in XLU in Q4 2018 and has held it in 26 quarters since. The position peaked at $13.4M in Q4 2022. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Gladstone Institutional Advisory held 118,854 shares of State Street Utilities Select Sector SPDR ETF worth $5.39M as of Q2 2026.
- Gladstone Institutional Advisory bought 13,910 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $630K.
- State Street Utilities Select Sector SPDR ETF made up 0.17% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #121 holding.
- Gladstone Institutional Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 26 quarters since.
- Gladstone Institutional Advisory's State Street Utilities Select Sector SPDR ETF position peaked at $13.4M in Q4 2022.
- 1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.