JBI
XLU icon

John Boyer Inc’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

John Boyer Inc’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 		$844K Buy
18,613
+107
+0.6% +$4.85K 0.73% 21
2026
Q1 		$849K Buy
18,506
+104
+0.6% +$4.67K 0.85% 20
2025
Q4 		$786K Buy
18,402
+124
+0.7% +$5.49K 0.8% 20
2025
Q3 		$797K Buy
+18,278
New +$773K 0.79% 20

Other funds holding XLU

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

John Boyer Inc's XLU Position: Q2 2026 in Review

John Boyer Inc increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.58% in Q2 2026, buying an estimated $4.85K and bringing the position to 18,613 shares worth $844K. The position accounts for 0.73% of the portfolio, ranked #21.

John Boyer Inc first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. The position peaked at $849K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • John Boyer Inc held 18,613 shares of State Street Utilities Select Sector SPDR ETF worth $844K as of Q2 2026.
  • John Boyer Inc bought 107 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $4.85K.
  • State Street Utilities Select Sector SPDR ETF made up 0.73% of John Boyer Inc's portfolio in Q2 2026, its #21 holding.
  • John Boyer Inc first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • John Boyer Inc's State Street Utilities Select Sector SPDR ETF position peaked at $849K in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on John Boyer Inc's 13F filing for Q2 2026, filed 7 Aug 2026.