Johnson Financial Group Inc (Wisconsin)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$623K	Sell	13,748 -179	-1%	-$8.11K	0.02%	213
2026 Q1	$639K	Buy	13,927 +13,901	+53,465%	+$624K	0.02%	212
2025 Q4	$1.11K	Sell	26 -634	-96%	-$28.1K	﹤0.01%	887
2025 Q3	$28.8K	Hold	660	–	–	﹤0.01%	676
2025 Q2	$26.9K	Sell	660 -4,060	-86%	-$162K	﹤0.01%	512
2025 Q1	$186K	Buy	+4,720	New	+$184K	0.01%	365
2024 Q4	–	Sell	-6,526	Closed	-$264K	–	1003
2024 Q3	$264K	Buy	+6,526	New	+$242K	0.01%	313
2024 Q2	–	Sell	-6,570	Closed	-$216K	–	970
2024 Q1	$216K	Buy	+6,570	New	+$205K	0.01%	290
2023 Q3	–	Sell	-800	Closed	-$26.2K	–	712
2023 Q2	$26.2K	Hold	800	–	–	﹤0.01%	465
2023 Q1	$27.1K	Sell	800 -1,628	-67%	-$55.2K	﹤0.01%	454
2022 Q4	$85.6K	Buy	2,428 +1,928	+386%	+$65.5K	0.01%	308
2022 Q3	$17K	Sell	500 -900	-64%	-$33K	﹤0.01%	459
2022 Q2	$49K	Sell	1,400 -2,450	-64%	-$88.7K	﹤0.01%	393
2022 Q1	$143K	Hold	3,850	–	–	0.01%	305
2021 Q4	$138K	Buy	3,850 +2,450	+175%	+$82.7K	0.01%	319
2021 Q3	$45K	Hold	1,400	–	–	﹤0.01%	420
2021 Q2	$44K	Hold	1,400	–	–	﹤0.01%	432
2021 Q1	$45K	Sell	1,400 -6,882	-83%	-$214K	﹤0.01%	410
2020 Q4	$260K	Buy	8,282 +6,782	+452%	+$215K	0.02%	197
2020 Q3	$45K	Hold	1,500	–	–	﹤0.01%	291
2020 Q2	$42K	Sell	1,500 -770	-34%	-$22.2K	﹤0.01%	282
2020 Q1	$63K	Sell	2,270 -2,780	-55%	-$88.9K	0.01%	271
2019 Q4	$163K	Buy	5,050 +2,916	+137%	+$92.6K	0.01%	224
2019 Q3	$69K	Sell	2,134 -934	-30%	-$28.8K	0.01%	315
2019 Q2	$91K	Sell	3,068 -2,290	-43%	-$67.3K	0.01%	281
2019 Q1	$156K	Sell	5,358 -11,430	-68%	-$318K	0.01%	233
2018 Q4	$444K	Buy	16,788 +6,060	+56%	+$165K	0.05%	171
2018 Q3	$282K	Sell	10,728 -5,886	-35%	-$156K	0.03%	209
2018 Q2	$432K	Buy	16,614 +3,212	+24%	+$80.8K	0.05%	176
2018 Q1	$339K	Sell	13,402 -32,714	-71%	-$817K	0.04%	192
2017 Q4	$1.22M	Buy	46,116 +37,594	+441%	+$1.03M	0.15%	110
2017 Q3	$226K	Sell	8,522 -20	-0.2%	-$537	0.03%	223
2017 Q2	$222K	Buy	8,542 +162	+2%	+$4.25K	0.03%	224
2017 Q1	$215K	Sell	8,380 -4,734	-36%	-$118K	0.03%	249
2016 Q4	$318K	Buy	13,114 +11,234	+598%	+$268K	0.04%	229
2016 Q3	$46K	Sell	1,880 -900	-32%	-$22.8K	0.01%	413
2016 Q2	$73K	Sell	2,780 -4,148	-60%	-$102K	0.01%	393
2016 Q1	$172K	Sell	6,928 -20,658	-75%	-$477K	0.03%	264
2015 Q4	$597K	Buy	27,586 +25,296	+1,105%	+$548K	0.12%	144
2015 Q3	$50K	Buy	2,290 +790	+53%	+$17K	0.01%	472
2015 Q2	$31K	Buy	+1,500	New	+$32.8K	0.01%	554
2014 Q2	–	Sell	-3,670	Closed	-$76K	–	736
2014 Q1	$76K	Hold	3,670	–	–	0.02%	311
2013 Q4	$70K	Buy	+3,670	New	+$70.2K	0.02%	322

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s XLU Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.3% in Q2 2026, selling an estimated $8.11K and leaving 13,748 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #213.

Johnson Financial Group Inc (Wisconsin) first reported a position in XLU in Q4 2013 and has held it in 43 quarters since. The position peaked at $1.22M in Q4 2017. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 13,748 shares of State Street Utilities Select Sector SPDR ETF worth $623K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) sold 179 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $8.11K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #213 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and has held it in 43 quarters since.
Johnson Financial Group Inc (Wisconsin)'s State Street Utilities Select Sector SPDR ETF position peaked at $1.22M in Q4 2017.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.