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Jackson Hole Capital Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Jackson Hole Capital Partners’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 		$794K Buy
17,296
+29
+0.2% +$1.3K 0.13% 124
2025
Q4 		$737K Sell
17,267
-615
-3% -$27.2K 0.13% 131
2025
Q3 		$780K Sell
17,882
-18
-0.1% -$761 0.13% 123
2025
Q2 		$731K Buy
17,900
+748
+4% +$29.8K 0.13% 124
2025
Q1 		$676K Buy
17,152
+138
+0.8% +$5.39K 0.13% 122
2024
Q4 		$644K Sell
17,014
-214
-1% -$8.49K 0.13% 118
2024
Q3 		$696K Buy
17,228
+1,502
+10% +$55.7K 0.15% 113
2024
Q2 		$536K Sell
15,726
-1,010
-6% -$34.7K 0.12% 123
2024
Q1 		$549K Buy
16,736
+648
+4% +$20.2K 0.12% 123
2023
Q4 		$509K Buy
16,088
+1,206
+8% +$36.9K 0.13% 119
2023
Q3 		$438K Buy
14,882
+810
+6% +$26.1K 0.13% 126
2023
Q2 		$460K Sell
14,072
-864
-6% -$29.1K 0.13% 124
2023
Q1 		$506K Sell
14,936
-132
-0.9% -$4.47K 0.13% 128
2022
Q4 		$531K Sell
15,068
-178
-1% -$6.05K 0.16% 112
2022
Q3 		$499K Sell
15,246
-1,500
-9% -$55K 0.15% 115
2022
Q2 		$587K Buy
16,746
+66
+0.4% +$2.39K 0.18% 106
2022
Q1 		$621K Buy
16,680
+8,314
+99% +$288K 0.18% 106
2021
Q4 		$299K Buy
8,366
+2,758
+49% +$93K 0.09% 149
2021
Q3 		$179K Buy
5,608
+1,136
+25% +$38K 0.06% 180
2021
Q2 		$141K Buy
4,472
+1,092
+32% +$35.7K 0.05% 180
2021
Q1 		$108K Buy
3,380
+3,084
+1,042% +$95.7K 0.04% 175
2020
Q4 		$9K Hold
296
– – ﹤0.01% 199
2020
Q3 		$9K Buy
+296
New +$8.78K ﹤0.01% 175

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jackson Hole Capital Partners's XLU Position: Q1 2026 in Review

Jackson Hole Capital Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.17% in Q1 2026, buying an estimated $1.3K and bringing the position to 17,296 shares worth $794K. The position accounts for 0.13% of the portfolio, ranked #124.

Jackson Hole Capital Partners first reported a position in XLU in Q3 2020 and has held it in 23 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Jackson Hole Capital Partners held 17,296 shares of State Street Utilities Select Sector SPDR ETF worth $794K as of Q1 2026.
  • Jackson Hole Capital Partners bought 29 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.3K.
  • State Street Utilities Select Sector SPDR ETF made up 0.13% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #124 holding.
  • Jackson Hole Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.