Golden State Equity Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$991K Buy
21,589
+5,686
+36% +$255K 0.07% 288
2025
Q4
$679K Buy
15,903
+9,677
+155% +$429K 0.11% 210
2025
Q3
$271K Buy
+6,226
New +$263K 0.05% 373
2024
Q4
Sell
-5,178
Closed -$209K 899
2024
Q3
$209K Sell
5,178
-896
-15% -$33.2K 0.11% 176
2024
Q2
$207K Buy
+6,074
New +$209K 0.04% 380

Other funds holding XLU

Golden State Equity Partners's XLU Position: Q1 2026 in Review

Golden State Equity Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 36% in Q1 2026, buying an estimated $255K and bringing the position to 21,589 shares worth $991K. The position accounts for 0.07% of the portfolio, ranked #288.

Golden State Equity Partners first reported a position in XLU in Q2 2024 and has held it in 5 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Golden State Equity Partners held 21,589 shares of State Street Utilities Select Sector SPDR ETF worth $991K as of Q1 2026.
  • Golden State Equity Partners bought 5,686 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $255K.
  • State Street Utilities Select Sector SPDR ETF made up 0.07% of Golden State Equity Partners's portfolio in Q1 2026, its #288 holding.
  • Golden State Equity Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 5 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.