SEC 13F Intelligence

Game Plan Financial Advisors, LLC / XLU

Game Plan Financial Advisors, LLC’s Select Sector Spdr Tr Position

Does Game Plan Financial Advisors, LLC own Select Sector Spdr Tr (XLU)? Yes — 88.5K shares worth $4M (+1.83% of its 13F portfolio) as of Q1 2026, up from 1.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
88.5K
% of Portfolio
+1.83%
Quarters Held
8
currently held

Position History XLU

Reported value by quarter
Q2 ’24: $136,280Q2 ’24Q3 ’24: $161,560Q3 ’24Q4 ’24: $151,000Q4 ’24Q1 ’25: $57,718Q1 ’25Q2 ’25: $49,568Q2 ’25Q3 ’25: $52,936Q3 ’25Q4 ’25: $51,826Q4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202688.5K$4M+1.83%
Q4 20251.2K$51,826+0.02%
Q3 2025607$52,936+0.02%
Q2 2025607$49,568+0.02%
Q1 2025732$57,718+0.03%
Q4 20242.0K$151,000+0.07%
Q3 20242.0K$161,560+0.08%
Q2 20242.0K$136,280+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Game Plan Financial Advisors, LLC’s full portfolio or all institutional holders of XLU.