GSB Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$409K Buy
9,029
+19
+0.2% +$861 0.08% 166
2026
Q1
$413K Hold
9,010
– – 0.09% 156
2025
Q4
$385K Hold
9,010
– – 0.09% 161
2025
Q3
$393K Sell
9,010
-510
-5% -$21.6K 0.09% 160
2025
Q2
$389K Hold
9,520
– – 0.1% 161
2025
Q1
$375K Buy
9,520
+300
+3% +$11.7K 0.1% 155
2024
Q4
$349K Sell
9,220
-400
-4% -$15.9K 0.09% 165
2024
Q3
$389K Hold
9,620
– – 0.1% 155
2024
Q2
$328K Hold
9,620
– – 0.09% 170
2024
Q1
$316K Sell
9,620
-6,080
-39% -$190K 0.09% 170
2023
Q4
$497K Buy
+15,700
New +$480K 0.15% 136

Other funds holding XLU

GSB Wealth Management's XLU Position: Q2 2026 in Review

GSB Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.21% in Q2 2026, buying an estimated $861 and bringing the position to 9,029 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #166.

GSB Wealth Management first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $497K in Q4 2023. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • GSB Wealth Management held 9,029 shares of State Street Utilities Select Sector SPDR ETF worth $409K as of Q2 2026.
  • GSB Wealth Management bought 19 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $861.
  • State Street Utilities Select Sector SPDR ETF made up 0.08% of GSB Wealth Management's portfolio in Q2 2026, its #166 holding.
  • GSB Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • GSB Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $497K in Q4 2023.
  • 1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.