GM Advisory Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

GM Advisory Group’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 Q1	$1.55M	Buy	33,861 +6,125	+22%	+$275K	0.06%	128
2025 Q4	$1.18M	Buy	27,736 +6,586	+31%	+$292K	0.05%	151
2025 Q3	$922K	Buy	21,150 +8,276	+64%	+$350K	0.04%	152
2025 Q2	$526K	Buy	+12,874	New	+$513K	0.03%	190
2025 Q1	–	Sell	-6,086	Closed	-$230K	–	287
2024 Q4	$230K	Buy	+6,086	New	+$242K	0.01%	236
2022 Q4	–	Sell	-21,922	Closed	-$718K	–	189
2022 Q3	$718K	Sell	21,922 -5,450	-20%	-$200K	0.09%	82
2022 Q2	$960K	Sell	27,372 -12,258	-31%	-$444K	0.15%	68
2022 Q1	$1.48M	Sell	39,630 -11,172	-22%	-$387K	0.18%	70
2021 Q4	$1.82M	Sell	50,802 -534,734	-91%	-$18M	0.16%	74
2021 Q3	$18.7M	Buy	+585,536	New	+$19.6M	1.89%	16
2020 Q4	–	Sell	-24,322	Closed	-$722K	–	195
2020 Q3	$722K	Sell	24,322 -596,408	-96%	-$17.7M	0.11%	81
2020 Q2	$17.5M	Buy	620,730 +78,380	+14%	+$2.26M	3.24%	10
2020 Q1	$15M	Sell	542,350 -53,248	-9%	-$1.7M	4.09%	8
2019 Q4	$19.2M	Buy	595,598 +25,300	+4%	+$804K	5.96%	5
2019 Q3	$18.5M	Buy	570,298 +8,764	+2%	+$270K	5.74%	5
2019 Q2	$16.7M	Buy	561,534 +5,512	+1%	+$162K	5.26%	5
2019 Q1	$16.2M	Sell	556,022 -63,006	-10%	-$1.75M	5.32%	5
2018 Q4	$16.4M	Sell	619,028 -8,716	-1%	-$237K	6.1%	4
2018 Q3	$16.5M	Buy	+627,744	New	+$16.7M	5.18%	5

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

GM Advisory Group's XLU Position: Q1 2026 in Review

GM Advisory Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 22% in Q1 2026, buying an estimated $275K and bringing the position to 33,861 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #128.

GM Advisory Group first reported a position in XLU in Q3 2018 and has held it in 19 quarters since. The position peaked at $19.2M in Q4 2019. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

GM Advisory Group held 33,861 shares of State Street Utilities Select Sector SPDR ETF worth $1.55M as of Q1 2026.
GM Advisory Group bought 6,125 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $275K.
State Street Utilities Select Sector SPDR ETF made up 0.06% of GM Advisory Group's portfolio in Q1 2026, its #128 holding.
GM Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2018 and has held it in 19 quarters since.
GM Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $19.2M in Q4 2019.
1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.