Global Wealth Strategies & Associates’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-308	Closed	-$14.1K	–	491
2026 Q1	$14.1K	Sell	308 -146	-32%	-$6.55K	﹤0.01%	281
2025 Q4	$19.4K	Buy	454 +434	+2,170%	+$19.2K	﹤0.01%	241
2025 Q3	$872	Hold	20	–	–	﹤0.01%	431
2025 Q2	$817	Hold	20	–	–	﹤0.01%	338
2025 Q1	$789	Buy	+20	New	+$781	﹤0.01%	433
2023 Q4	–	Sell	-858	Closed	-$25.3K	–	363
2023 Q3	$25.3K	Hold	858	–	–	0.01%	104
2023 Q2	$28.1K	Hold	858	–	–	0.01%	99
2023 Q1	$29K	Hold	858	–	–	0.02%	93
2022 Q4	$30.2K	Buy	+858	New	+$29.2K	0.02%	92

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

Global Wealth Strategies & Associates's XLU Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 308 shares — an estimated $14.1K sold.

Global Wealth Strategies & Associates first reported a position in XLU in Q4 2022 and held it in 9 quarters. The position peaked at $30.2K in Q4 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 308 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $14.1K.
Global Wealth Strategies & Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Global Wealth Strategies & Associates's State Street Utilities Select Sector SPDR ETF position peaked at $30.2K in Q4 2022.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.