Goldstone Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Goldstone Financial Group’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 Q1	–	Sell	-7,230	Closed	-$309K	–	239
2025 Q4	$309K	Hold	7,230	–	–	0.03%	187
2025 Q3	$315K	Buy	+7,230	New	+$306K	0.04%	185
2024 Q1	–	Sell	-9,060	Closed	-$287K	–	176
2023 Q4	$287K	Sell	9,060 -256,752	-97%	-$7.85M	0.07%	125
2023 Q3	$7.83M	Buy	265,812 +10,576	+4%	+$341K	2.32%	11
2023 Q2	$8.35M	Sell	255,236 -20,214	-7%	-$681K	2.46%	11
2023 Q1	$9.32M	Buy	+275,450	New	+$9.34M	3.07%	7

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldstone Financial Group's XLU Position: Q1 2026 in Review

Goldstone Financial Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 7,230 shares — an estimated $309K sold.

Goldstone Financial Group first reported a position in XLU in Q1 2023 and held it in 6 quarters. The position peaked at $9.32M in Q1 2023. 1,599 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Goldstone Financial Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Goldstone Financial Group sold 7,230 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $309K.
Goldstone Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and held it in 6 quarters.
Goldstone Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $9.32M in Q1 2023.
1,599 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.