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 Q2	–	Sell	-15,284	Closed	-$701K	–	297
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JB Capital's XLU Position: Q2 2026 in Review

JB Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 15,284 shares — an estimated $701K sold.

JB Capital first reported a position in XLU in Q3 2021 and held it in 7 quarters. The position peaked at $701K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

JB Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
JB Capital sold 15,284 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $701K.
JB Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and held it in 7 quarters.
JB Capital's State Street Utilities Select Sector SPDR ETF position peaked at $701K in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.