J. Goldman & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

J. Goldman & Co’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	$1.27M	Buy	27,700 +7,977	+40%	+$358K	0.04%	391
2025 Q4	$842K	Sell	19,723 -15,959	-45%	-$707K	0.02%	413
2025 Q3	$1.56M	Buy	+35,682	New	+$1.51M	0.04%	298
2025 Q1	–	Sell	-64,334	Closed	-$2.43M	–	670
2024 Q4	$2.43M	Buy	64,334 +50,440	+363%	+$2M	0.06%	261
2024 Q3	$561K	Sell	13,894 -6,460	-32%	-$240K	0.02%	341
2024 Q2	$693K	Sell	20,354 -44,360	-69%	-$1.52M	0.02%	339
2024 Q1	$2.12M	Buy	+64,714	New	+$2.02M	0.07%	213
2023 Q3	–	Sell	-46,570	Closed	-$1.52M	–	507
2023 Q2	$1.52M	Buy	+46,570	New	+$1.57M	0.06%	226
2023 Q1	–	Sell	-62,682	Closed	-$2.21M	–	506
2022 Q4	$2.21M	Sell	62,682 -124,588	-67%	-$4.24M	0.11%	171
2022 Q3	$6.13M	Buy	187,270 +66,392	+55%	+$2.43M	0.29%	102
2022 Q2	$4.24M	Buy	120,878 +33,948	+39%	+$1.23M	0.21%	124
2022 Q1	$3.24M	Sell	86,930 -21,278	-20%	-$738K	0.15%	164
2021 Q4	$3.87M	Buy	108,208 +52,008	+93%	+$1.75M	0.21%	129
2021 Q3	$1.79M	Sell	56,200 -772	-1%	-$25.8K	0.09%	198
2021 Q2	$1.8M	Sell	56,972 -66,748	-54%	-$2.19M	0.07%	232
2021 Q1	$3.96M	Buy	123,720 +65,908	+114%	+$2.04M	0.13%	175
2020 Q4	$1.81M	Sell	57,812 -13,250	-19%	-$419K	0.09%	199
2020 Q3	$2.11M	Buy	+71,062	New	+$2.11M	0.14%	162
2020 Q2	–	Sell	-19,836	Closed	-$550K	–	352
2020 Q1	$550K	Sell	19,836 -80,510	-80%	-$2.57M	0.07%	166
2019 Q4	$3.24M	Buy	+100,346	New	+$3.19M	0.23%	108
2019 Q1	–	Sell	-86,092	Closed	-$2.28M	–	337
2018 Q4	$2.28M	Buy	86,092 +72,058	+513%	+$1.96M	0.18%	134
2018 Q3	$369K	Buy	+14,034	New	+$373K	0.03%	233
2016 Q4	–	Sell	-170,600	Closed	-$4.18M	–	402
2016 Q3	$4.18M	Buy	+170,600	New	+$4.33M	0.24%	125

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

J. Goldman & Co's XLU Position: Q1 2026 in Review

J. Goldman & Co increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 40% in Q1 2026, buying an estimated $358K and bringing the position to 27,700 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #391.

J. Goldman & Co first reported a position in XLU in Q3 2016 and has held it in 23 quarters since. The position peaked at $6.13M in Q3 2022. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

J. Goldman & Co held 27,700 shares of State Street Utilities Select Sector SPDR ETF worth $1.27M as of Q1 2026.
J. Goldman & Co bought 7,977 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $358K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of J. Goldman & Co's portfolio in Q1 2026, its #391 holding.
J. Goldman & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2016 and has held it in 23 quarters since.
J. Goldman & Co's State Street Utilities Select Sector SPDR ETF position peaked at $6.13M in Q3 2022.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.