DHJJ Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

DHJJ Financial Advisors’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	$4.44K	Sell	98 -243	-71%	-$11K	﹤0.01%	679
2026 Q1	$15.6K	Buy	341 +243	+248%	+$10.9K	0.01%	559
2025 Q4	$4.18K	Hold	98	–	–	﹤0.01%	651
2025 Q3	$4.27K	Hold	98	–	–	﹤0.01%	629
2025 Q2	$4K	Hold	98	–	–	﹤0.01%	627
2025 Q1	$3.86K	Hold	98	–	–	﹤0.01%	590
2024 Q4	$3.71K	Hold	98	–	–	﹤0.01%	573
2024 Q3	$3.96K	Hold	98	–	–	﹤0.01%	556
2024 Q2	$3.34K	Hold	98	–	–	﹤0.01%	527
2024 Q1	$3.22K	Hold	98	–	–	﹤0.01%	524
2023 Q4	$3.1K	Hold	98	–	–	﹤0.01%	519
2023 Q3	$2.89K	Buy	+98	New	+$3.16K	﹤0.01%	522

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DHJJ Financial Advisors's XLU Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 71% in Q2 2026, selling an estimated $11K and leaving 98 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

DHJJ Financial Advisors first reported a position in XLU in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.6K in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

DHJJ Financial Advisors held 98 shares of State Street Utilities Select Sector SPDR ETF worth $4.44K as of Q2 2026.
DHJJ Financial Advisors sold 243 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $11K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #679 holding.
DHJJ Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $15.6K 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 DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.