JDM Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

JDM Financial Group’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	$22.4K	Buy	494 +428	+648%	+$19.4K	0.01%	156
2026 Q1	$3.03K	Hold	66	–	–	﹤0.01%	278
2025 Q4	$2.82K	Hold	66	–	–	﹤0.01%	230
2025 Q3	$2.88K	Hold	66	–	–	﹤0.01%	258
2025 Q2	$2.69K	Hold	66	–	–	﹤0.01%	244
2025 Q1	$2.6K	Hold	66	–	–	﹤0.01%	240
2024 Q4	$2.5K	Hold	66	–	–	﹤0.01%	250
2024 Q3	$2.67K	Hold	66	–	–	﹤0.01%	235
2024 Q2	$2.25K	Hold	66	–	–	﹤0.01%	215
2024 Q1	$2.17K	Hold	66	–	–	﹤0.01%	206
2023 Q4	$2.09K	Hold	66	–	–	﹤0.01%	201
2023 Q3	$1.95K	Hold	66	–	–	﹤0.01%	201
2023 Q2	$2.16K	Hold	66	–	–	﹤0.01%	200
2023 Q1	$2.23K	Hold	66	–	–	﹤0.01%	209
2022 Q4	$2.33K	Buy	+66	New	+$2.24K	﹤0.01%	205

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

JDM Financial Group's XLU Position: Q2 2026 in Review

JDM Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 648% in Q2 2026, buying an estimated $19.4K and bringing the position to 494 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #156.

JDM Financial Group first reported a position in XLU in Q4 2022 and has held it in 15 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

JDM Financial Group held 494 shares of State Street Utilities Select Sector SPDR ETF worth $22.4K as of Q2 2026.
JDM Financial Group bought 428 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $19.4K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #156 holding.
JDM Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.