Golden State Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Golden State Wealth Management’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	$131K	Buy	2,897 +2	+0.1%	+$91	0.01%	500
2026 Q1	$133K	Buy	2,895 +4	+0.1%	+$179	0.01%	452
2025 Q4	$123K	Buy	2,891 +55	+2%	+$2.44K	0.01%	474
2025 Q3	$124K	Buy	2,836 +104	+4%	+$4.4K	0.01%	457
2025 Q2	$112K	Buy	2,732 +2	+0.1%	+$80	0.01%	456
2025 Q1	$108K	Sell	2,730 -8	-0.3%	-$313	0.02%	426
2024 Q4	$104K	Buy	+2,738	New	+$109K	0.02%	422
2020 Q2	–	Sell	-1,800	Closed	-$50K	–	941
2020 Q1	$50K	Buy	+1,800	New	+$57.6K	0.02%	363
2019 Q4	–	Sell	-1,800	Closed	-$58K	–	991
2019 Q3	$58K	Hold	1,800	–	–	0.02%	396
2019 Q2	$53K	Hold	1,800	–	–	0.02%	446
2019 Q1	$52K	Buy	+1,800	New	+$50K	0.02%	438

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 Wealth Management's XLU Position: Q2 2026 in Review

Golden State Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.07% in Q2 2026, buying an estimated $91 and bringing the position to 2,897 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #500.

Golden State Wealth Management first reported a position in XLU in Q1 2019 and has held it in 11 quarters since. The position peaked at $133K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Golden State Wealth Management held 2,897 shares of State Street Utilities Select Sector SPDR ETF worth $131K as of Q2 2026.
Golden State Wealth Management bought 2 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $91.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #500 holding.
Golden State Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $133K in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.