Gruss & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Gruss & Co’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	-5,000	Closed	-$213K	–	41
2025 Q4	$213K	Buy	+5,000	New	+$221K	0.47%	31
2025 Q1	–	Sell	-11,000	Closed	-$416K	–	30
2024 Q4	$416K	Sell	11,000 -2,000	-15%	-$79.4K	1.78%	16
2024 Q3	$525K	Buy	+13,000	New	+$482K	4.14%	9

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

Gruss & Co's XLU Position: Q1 2026 in Review

Gruss & Co sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 5,000 shares — an estimated $213K sold.

Gruss & Co first reported a position in XLU in Q3 2024 and held it in 3 quarters. The position peaked at $525K in Q3 2024. 1,599 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Gruss & Co reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Gruss & Co sold 5,000 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $213K.
Gruss & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and held it in 3 quarters.
Gruss & Co's State Street Utilities Select Sector SPDR ETF position peaked at $525K in Q3 2024.
1,599 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Gruss & Co's 13F filing for Q1 2026, filed 5 May 2026.