GWSG
XLU icon

GPS Wealth Strategies Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-5,872
Closed -$256K – 1608
2025
Q3 		$256K Sell
5,872
-670
-10% -$28.3K 0.03% 294
2025
Q2 		$267K Buy
6,542
+262
+4% +$10.4K 0.03% 274
2025
Q1 		$248K Sell
6,280
-111,544
-95% -$4.36M 0.03% 278
2024
Q4 		$4.46M Buy
117,824
+3,504
+3% +$139K 0.57% 32
2024
Q3 		$4.62M Buy
114,320
+111,406
+3,823% +$4.13M 0.62% 27
2024
Q2 		$99.3K Buy
2,914
+200
+7% +$6.87K 0.01% 393
2024
Q1 		$89.1K Hold
2,714
– – 0.01% 410
2023
Q4 		$85.9K Sell
2,714
-550
-17% -$16.8K 0.02% 389
2023
Q3 		$96.2K Hold
3,264
– – 0.02% 371
2023
Q2 		$107K Sell
3,264
-320
-9% -$10.8K 0.02% 352
2023
Q1 		$121K Buy
+3,584
New +$121K 0.03% 311
2022
Q4 		– Sell
-3,218
Closed -$105K – 1100
2022
Q3 		$105K Hold
3,218
– – 0.03% 297
2022
Q2 		$113K Buy
3,218
+550
+21% +$19.9K 0.03% 295
2022
Q1 		$99K Hold
2,668
– – 0.02% 315
2021
Q4 		$95K Hold
2,668
– – 0.02% 305
2021
Q3 		$85K Sell
2,668
-420
-14% -$14K 0.02% 311
2021
Q2 		$98K Buy
3,088
+16
+0.5% +$524 0.02% 307
2021
Q1 		$98K Buy
+3,072
New +$95.3K 0.03% 278

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GPS Wealth Strategies Group's XLU Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 5,872 shares — an estimated $256K sold.

GPS Wealth Strategies Group first reported a position in XLU in Q1 2021 and held it in 18 quarters. The position peaked at $4.62M in Q3 2024. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 5,872 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $256K.
  • GPS Wealth Strategies Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's State Street Utilities Select Sector SPDR ETF position peaked at $4.62M in Q3 2024.
  • 1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.