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 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

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Gradient Capital Advisors's XLU Position: Q2 2026 in Review

Gradient Capital Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 6,096 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #149.

Gradient Capital Advisors first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $280K in Q1 2026. 321 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Gradient Capital Advisors held 6,096 shares of State Street Utilities Select Sector SPDR ETF worth $276K as of Q2 2026.
Gradient Capital 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 0.06% of Gradient Capital Advisors's portfolio in Q2 2026, its #149 holding.
Gradient Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Gradient Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $280K in Q1 2026.
321 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.