Goldstein Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Goldstein Advisors’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	$296K	Hold	6,522	–	–	0.03%	192
2026 Q1	$299K	Hold	6,522	–	–	0.03%	153
2025 Q4	$278K	Hold	6,522	–	–	0.03%	159
2025 Q3	$284K	Hold	6,522	–	–	0.03%	152
2025 Q2	$266K	Hold	6,522	–	–	0.04%	148
2025 Q1	$257K	Hold	6,522	–	–	0.04%	152
2024 Q4	$247K	Hold	6,522	–	–	0.04%	158
2024 Q3	$263K	Hold	6,522	–	–	0.04%	144
2024 Q2	$222K	Hold	6,522	–	–	0.04%	145
2024 Q1	$214K	Hold	6,522	–	–	0.04%	148
2023 Q4	$207K	Buy	+6,522	New	+$199K	0.03%	170
2023 Q3	–	Sell	-6,522	Closed	-$213K	–	177
2023 Q2	$213K	Buy	6,522 +40	+0.6%	+$1.35K	0.04%	139
2023 Q1	$219K	Buy	+6,482	New	+$220K	0.05%	128

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

Goldstein Advisors's XLU Position: Q2 2026 in Review

Goldstein Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 6,522 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #192.

Goldstein Advisors first reported a position in XLU in Q1 2023 and has held it in 13 quarters since. The position peaked at $299K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Goldstein Advisors held 6,522 shares of State Street Utilities Select Sector SPDR ETF worth $296K as of Q2 2026.
Goldstein Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #192 holding.
Goldstein Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Goldstein Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $299K 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 Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.