JFS Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
JFS Wealth Advisors's XLU Position: Q2 2026 in Review
JFS Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.01% in Q2 2026, buying an estimated $45 and bringing the position to 9,480 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #245.
JFS Wealth Advisors first reported a position in XLU in Q4 2017 and has held it in 23 quarters since. The position peaked at $560K in Q3 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- JFS Wealth Advisors held 9,480 shares of State Street Utilities Select Sector SPDR ETF worth $430K as of Q2 2026.
- JFS Wealth Advisors bought 1 State Street Utilities Select Sector SPDR ETF share in Q2 2026, an estimated $45.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #245 holding.
- JFS Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 23 quarters since.
- JFS Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $560K in Q3 2022.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.