JAWA
XLU icon

John A. Wolfe & Associates’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

John A. Wolfe & Associates’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 		$745K Sell
16,426
-420
-2% -$19K 1.03% 18
2026
Q1 		$773K Sell
16,846
-182
-1% -$8.16K 1.19% 18
2025
Q4 		$727K Buy
+17,028
New +$754K 0.39% 20

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

John A. Wolfe & Associates's XLU Position: Q2 2026 in Review

John A. Wolfe & Associates reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.5% in Q2 2026, selling an estimated $19K and leaving 16,426 shares worth $745K. The position accounts for 1.03% of the portfolio, ranked #18.

John A. Wolfe & Associates first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $773K in Q1 2026. 1,574 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • John A. Wolfe & Associates held 16,426 shares of State Street Utilities Select Sector SPDR ETF worth $745K as of Q2 2026.
  • John A. Wolfe & Associates sold 420 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $19K.
  • State Street Utilities Select Sector SPDR ETF made up 1.03% of John A. Wolfe & Associates's portfolio in Q2 2026, its #18 holding.
  • John A. Wolfe & Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • John A. Wolfe & Associates's State Street Utilities Select Sector SPDR ETF position peaked at $773K in Q1 2026.
  • 1,574 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.