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
2021 Q4	–	Sell	-30,000	Closed	-$958K	–	455
2021 Q3	$958K	Buy	+30,000	New	+$1M	0.05%	242
2015 Q2	–	Sell	-122,000	Closed	-$2.71M	–	336
2015 Q1	$2.71M	Buy	+122,000	New	+$2.82M	0.17%	157
2013 Q3	–	Sell	-116,600	Closed	-$2.19M	–	335
2013 Q2	$2.19M	Buy	+116,600	New	+$2.29M	0.22%	134

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. 1,588 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.
1,588 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.