GGI
XLU icon

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

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return