JNBA Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

JNBA Financial Advisors’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	$21K	Hold	464	–	–	﹤0.01%	431
2026 Q1	$21.3K	Sell	464 -251	-35%	-$11.3K	﹤0.01%	415
2025 Q4	$30.5K	Buy	715 +251	+54%	+$11.1K	﹤0.01%	376
2025 Q3	$20.2K	Sell	464 -26	-5%	-$1.1K	﹤0.01%	407
2025 Q2	$20K	Hold	490	–	–	﹤0.01%	394
2025 Q1	$19.3K	Sell	490 -276	-36%	-$10.8K	﹤0.01%	388
2024 Q4	$29K	Hold	766	–	–	﹤0.01%	343
2024 Q3	$30.9K	Sell	766 -132	-15%	-$4.9K	﹤0.01%	342
2024 Q2	$30.6K	Hold	898	–	–	﹤0.01%	337
2024 Q1	$29.5K	Hold	898	–	–	﹤0.01%	346
2023 Q4	$28.4K	Hold	898	–	–	﹤0.01%	349
2023 Q3	$26.5K	Sell	898 -86	-9%	-$2.77K	﹤0.01%	353
2023 Q2	$32.2K	Hold	984	–	–	﹤0.01%	336
2023 Q1	$33.3K	Hold	984	–	–	﹤0.01%	330
2022 Q4	$34.7K	Hold	984	–	–	﹤0.01%	315
2022 Q3	$32K	Buy	984 +664	+208%	+$24.3K	﹤0.01%	321
2022 Q2	$11K	Hold	320	–	–	﹤0.01%	481
2022 Q1	$12K	Hold	320	–	–	﹤0.01%	485
2021 Q4	$11K	Sell	320 -144	-31%	-$4.86K	﹤0.01%	519
2021 Q3	$15K	Hold	464	–	–	﹤0.01%	466
2021 Q2	$15K	Buy	464 +332	+252%	+$10.9K	﹤0.01%	445
2021 Q1	$4K	Hold	132	–	–	﹤0.01%	556
2020 Q4	$4K	Buy	+132	New	+$4.18K	﹤0.01%	514
2016 Q4	–	Sell	-2,082	Closed	-$51K	–	1373
2016 Q3	$51K	Buy	+2,082	New	+$52.9K	0.01%	530

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

JNBA Financial Advisors's XLU Position: Q2 2026 in Review

JNBA Financial Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 464 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

JNBA Financial Advisors first reported a position in XLU in Q3 2016 and has held it in 24 quarters since. The position peaked at $51K in Q3 2016. 593 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

JNBA Financial Advisors held 464 shares of State Street Utilities Select Sector SPDR ETF worth $21K as of Q2 2026.
JNBA Financial Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #431 holding.
JNBA Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2016 and has held it in 24 quarters since.
JNBA Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $51K in Q3 2016.
593 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.