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

JB Capital’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	$701K	Buy	15,284 +2,645	+21%	+$119K	0.03%	158
2025 Q4	$540K	Buy	12,639 +809	+7%	+$35.8K	0.02%	175
2025 Q3	$516K	Buy	11,830 +2,082	+21%	+$88.1K	0.02%	174
2025 Q2	$398K	Buy	+9,748	New	+$388K	0.02%	179
2022 Q2	–	Sell	-7,846	Closed	-$293K	–	248
2022 Q1	$293K	Sell	7,846 -5,790	-42%	-$201K	0.03%	199
2021 Q4	$488K	Buy	13,636 +1,388	+11%	+$46.8K	0.05%	168
2021 Q3	$391K	Buy	+12,248	New	+$409K	0.05%	192

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

JB Capital's XLU Position: Q1 2026 in Review

JB Capital increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 21% in Q1 2026, buying an estimated $119K and bringing the position to 15,284 shares worth $701K. The position accounts for 0.03% of the portfolio, ranked #158.

JB Capital first reported a position in XLU in Q3 2021 and has held it in 7 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

JB Capital held 15,284 shares of State Street Utilities Select Sector SPDR ETF worth $701K as of Q1 2026.
JB Capital bought 2,645 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $119K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of JB Capital's portfolio in Q1 2026, its #158 holding.
JB Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 7 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.