J2 Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

J2 Capital Management’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	$544K	Sell	12,000 -27	-0.2%	-$1.22K	0.37%	69
2026 Q1	$552K	Hold	12,027	–	–	0.38%	68
2025 Q4	$513K	Sell	12,027 -27	-0.2%	-$1.2K	0.37%	71
2025 Q3	$526K	Sell	12,054 -2,980	-20%	-$126K	0.4%	70
2025 Q2	$614K	Buy	15,034 +3,034	+25%	+$121K	0.49%	47
2025 Q1	$473K	Sell	12,000 -5,724	-32%	-$224K	0.43%	43
2024 Q4	$671K	Buy	+17,724	New	+$703K	0.63%	28
2023 Q3	$354K	Hold	12,000	–	–	0.45%	63
2023 Q2	$393K	Hold	12,000	–	–	0.47%	57
2023 Q1	$406K	Hold	12,000	–	–	0.63%	36
2022 Q4	$423K	Hold	12,000	–	–	0.73%	31
2022 Q3	$393K	Sell	12,000 -3,332	-22%	-$122K	0.75%	26
2022 Q2	$538K	Buy	15,332 +7,870	+105%	+$285K	0.82%	27
2022 Q1	$278K	Hold	7,462	–	–	0.3%	79
2021 Q4	$267K	Buy	+7,462	New	+$252K	0.25%	92

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

J2 Capital Management's XLU Position: Q2 2026 in Review

J2 Capital Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.22% in Q2 2026, selling an estimated $1.22K and leaving 12,000 shares worth $544K. The position accounts for 0.37% of the portfolio, ranked #69.

J2 Capital Management first reported a position in XLU in Q4 2021 and has held it in 15 quarters since. The position peaked at $671K in Q4 2024. 315 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

J2 Capital Management held 12,000 shares of State Street Utilities Select Sector SPDR ETF worth $544K as of Q2 2026.
J2 Capital Management sold 27 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.22K.
State Street Utilities Select Sector SPDR ETF made up 0.37% of J2 Capital Management's portfolio in Q2 2026, its #69 holding.
J2 Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
J2 Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $671K in Q4 2024.
315 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.