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

GSB Wealth Management’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	$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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

GSB Wealth Management's XLU Position: Q1 2026 in Review

GSB Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 9,010 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #156.

GSB Wealth Management first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. The position peaked at $497K in Q4 2023. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

GSB Wealth Management held 9,010 shares of State Street Utilities Select Sector SPDR ETF worth $413K as of Q1 2026.
GSB Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.09% of GSB Wealth Management's portfolio in Q1 2026, its #156 holding.
GSB Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
GSB Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $497K in Q4 2023.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.