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

Gradient Capital 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 Q3	–	Sell	-6,096	Closed	-$276K	–	185
2026 Q2	$276K	Hold	6,096	–	–	0.06%	149
2026 Q1	$280K	Hold	6,096	–	–	0.07%	144
2025 Q4	$260K	Hold	6,096	–	–	0.07%	147
2025 Q3	$266K	Hold	6,096	–	–	0.07%	144
2025 Q2	$249K	Hold	6,096	–	–	0.07%	144
2025 Q1	$240K	Hold	6,096	–	–	0.08%	142
2024 Q4	$231K	Hold	6,096	–	–	0.07%	145
2024 Q3	$246K	Buy	+6,096	New	+$226K	0.08%	136

Other funds holding XLU

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Capital Advisors's XLU Position: Q3 2026 in Review

Gradient Capital Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026, closing a stake of 6,096 shares — an estimated $276K sold.

Gradient Capital Advisors first reported a position in XLU in Q3 2024 and held it in 8 quarters. The position peaked at $280K in Q1 2026. 623 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Gradient Capital Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Gradient Capital Advisors sold 6,096 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $276K.
Gradient Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and held it in 8 quarters.
Gradient Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $280K in Q1 2026.
623 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.