Godsey & Gibb Inc’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Godsey & Gibb Inc’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	$299K	Hold	6,605	–	–	0.02%	93
2026 Q1	$303K	Hold	6,605	–	–	0.03%	88
2025 Q4	$282K	Sell	6,605 -1	-0%	-$44	0.03%	94
2025 Q3	$288K	Sell	6,606 -512	-7%	-$21.7K	0.03%	90
2025 Q2	$291K	Hold	7,118	–	–	0.03%	92
2025 Q1	$281K	Hold	7,118	–	–	0.03%	96
2024 Q4	$269K	Hold	7,118	–	–	0.03%	98
2024 Q3	$287K	Hold	7,118	–	–	0.03%	100
2024 Q2	$242K	Buy	7,118 +6,392	+880%	+$220K	0.03%	105
2024 Q1	$23.8K	Hold	726	–	–	﹤0.01%	212
2023 Q4	$23K	Hold	726	–	–	﹤0.01%	211
2023 Q3	$21.4K	Hold	726	–	–	﹤0.01%	204
2023 Q2	$23.7K	Hold	726	–	–	﹤0.01%	209
2023 Q1	$24.5K	Hold	726	–	–	﹤0.01%	196
2022 Q4	$25.6K	Buy	726 +6	+0.8%	+$204	﹤0.01%	150
2022 Q3	$24K	Buy	+720	New	+$26.4K	0.02%	40
2022 Q1	–	Sell	-922	Closed	-$33K	–	158
2021 Q4	$33K	Buy	+922	New	+$31.1K	0.01%	66
2021 Q3	–	Sell	-912	Closed	-$29K	–	140
2021 Q2	$29K	Buy	+912	New	+$29.9K	0.02%	54

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 22.9% 1-Year Est. Return

Godsey & Gibb Inc's XLU Position: Q2 2026 in Review

Godsey & Gibb Inc held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 6,605 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #93.

Godsey & Gibb Inc first reported a position in XLU in Q2 2021 and has held it in 18 quarters since. The position peaked at $303K in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Godsey & Gibb Inc held 6,605 shares of State Street Utilities Select Sector SPDR ETF worth $299K as of Q2 2026.
Godsey & Gibb Inc left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Godsey & Gibb Inc's portfolio in Q2 2026, its #93 holding.
Godsey & Gibb Inc first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 18 quarters since.
Godsey & Gibb Inc's State Street Utilities Select Sector SPDR ETF position peaked at $303K in Q1 2026.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.