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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
– Sell
-249,600
Closed -$6.11M – 403
2016
Q3
$6.11M Buy
+249,600
New +$6.34M 0.35% 84

Other funds holding XLU

J. Goldman & Co's XLU Position: Q2 2026 in Review

J. Goldman & Co increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 25% in Q2 2026, buying an estimated $316K and bringing the position to 34,681 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #387.

J. Goldman & Co first reported a position in XLU in Q3 2016 and has held it in 24 quarters since. The position peaked at $6.13M in Q3 2022. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • J. Goldman & Co held 34,681 shares of State Street Utilities Select Sector SPDR ETF worth $1.57M as of Q2 2026.
  • J. Goldman & Co bought 6,981 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $316K.
  • State Street Utilities Select Sector SPDR ETF made up 0.04% of J. Goldman & Co's portfolio in Q2 2026, its #387 holding.
  • J. Goldman & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2016 and has held it in 24 quarters since.
  • J. Goldman & Co's State Street Utilities Select Sector SPDR ETF position peaked at $6.13M in Q3 2022.
  • 1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.