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

Golden State Equity Partners’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	$35K	Sell	772 -20,817	-96%	-$943K	0.09%	129
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	–	906
2024 Q3	$209K	Sell	5,178 -896	-15%	-$33.2K	0.03%	398
2024 Q2	$207K	Buy	+6,074	New	+$209K	0.04%	380

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

Golden State Equity Partners's XLU Position: Q2 2026 in Review

Golden State Equity Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 96% in Q2 2026, selling an estimated $943K and leaving 772 shares worth $35K. The position accounts for 0.09% of the portfolio, ranked #129.

Golden State Equity Partners first reported a position in XLU in Q2 2024 and has held it in 6 quarters since. The position peaked at $991K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Golden State Equity Partners held 772 shares of State Street Utilities Select Sector SPDR ETF worth $35K as of Q2 2026.
Golden State Equity Partners sold 20,817 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $943K.
State Street Utilities Select Sector SPDR ETF made up 0.09% of Golden State Equity Partners's portfolio in Q2 2026, its #129 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 6 quarters since.
Golden State Equity Partners's State Street Utilities Select Sector SPDR ETF position peaked at $991K in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.