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: 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.