BJL
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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
Q2 		$475K Sell
10,476
-524
-5% -$23.7K 0.01% 815
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Brighton Jones LLC's XLU Position: Q2 2026 in Review

Brighton Jones LLC reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.8% in Q2 2026, selling an estimated $23.7K and leaving 10,476 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #815.

Brighton Jones LLC first reported a position in XLU in Q4 2020 and has held it in 22 quarters since. The position peaked at $505K in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Brighton Jones LLC held 10,476 shares of State Street Utilities Select Sector SPDR ETF worth $475K as of Q2 2026.
  • Brighton Jones LLC sold 524 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $23.7K.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #815 holding.
  • Brighton Jones LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • Brighton Jones LLC's State Street Utilities Select Sector SPDR ETF position peaked at $505K in Q1 2026.
  • 1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.