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Brighton Jones LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Brighton Jones LLC’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 		$505K Buy
+11,000
New +$494K 0.01% 691
2025
Q4 		– Sell
-11,050
Closed -$482K – 993
2025
Q3 		$482K Buy
11,050
+1,908
+21% +$80.7K 0.01% 642
2025
Q2 		$373K Buy
9,142
+678
+8% +$27K 0.01% 640
2025
Q1 		$334K Buy
8,464
+818
+11% +$32K 0.01% 500
2024
Q4 		$289K Buy
7,646
+866
+13% +$34.4K 0.01% 527
2024
Q3 		$274K Sell
6,780
-434
-6% -$16.1K 0.01% 452
2024
Q2 		$246K Buy
7,214
+638
+10% +$21.9K 0.01% 518
2024
Q1 		$216K Sell
6,576
-436
-6% -$13.6K 0.01% 554
2023
Q4 		$222K Sell
7,012
-436
-6% -$13.3K 0.01% 510
2023
Q3 		$219K Buy
7,448
+188
+3% +$6.06K 0.01% 479
2023
Q2 		$238K Sell
7,260
-786
-10% -$26.5K 0.01% 459
2023
Q1 		$272K Buy
8,046
+284
+4% +$9.63K 0.02% 402
2022
Q4 		$274K Sell
7,762
-4,298
-36% -$146K 0.02% 358
2022
Q3 		$395K Buy
12,060
+4,552
+61% +$167K 0.02% 281
2022
Q2 		$263K Sell
7,508
-1,434
-16% -$51.9K 0.02% 356
2022
Q1 		$333K Buy
8,942
+508
+6% +$17.6K 0.02% 345
2021
Q4 		$302K Sell
8,434
-368
-4% -$12.4K 0.01% 367
2021
Q3 		$281K Buy
8,802
+466
+6% +$15.6K 0.01% 377
2021
Q2 		$264K Buy
8,336
+48
+0.6% +$1.57K 0.01% 379
2021
Q1 		$265K Buy
8,288
+44
+0.5% +$1.36K 0.02% 333
2020
Q4 		$258K Buy
+8,244
New +$261K 0.02% 315

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Brighton Jones LLC's XLU Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 11,000 shares worth $505K. The stake represents 0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in XLU as recently as Q3 2025.

Brighton Jones LLC first reported a position in XLU in Q4 2020 and has held it in 21 quarters since. 1,595 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Brighton Jones LLC held 11,000 shares of State Street Utilities Select Sector SPDR ETF worth $505K as of Q1 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Brighton Jones LLC position in Q1 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #691 holding.
  • Brighton Jones LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,595 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.