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XLU icon

JM2 Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

JM2 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 		$562K Sell
12,403
-37
-0.3% -$1.68K 0.39% 66
2026
Q1 		$571K Buy
12,440
+169
+1% +$7.58K 0.47% 59
2025
Q4 		$524K Buy
+12,271
New +$543K 0.42% 63

Other funds holding XLU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JM2 Capital's XLU Position: Q2 2026 in Review

JM2 Capital reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.3% in Q2 2026, selling an estimated $1.68K and leaving 12,403 shares worth $562K. The position accounts for 0.39% of the portfolio, ranked #66.

JM2 Capital first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $571K in Q1 2026. 968 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • JM2 Capital held 12,403 shares of State Street Utilities Select Sector SPDR ETF worth $562K as of Q2 2026.
  • JM2 Capital sold 37 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.68K.
  • State Street Utilities Select Sector SPDR ETF made up 0.39% of JM2 Capital's portfolio in Q2 2026, its #66 holding.
  • JM2 Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • JM2 Capital's State Street Utilities Select Sector SPDR ETF position peaked at $571K in Q1 2026.
  • 968 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.