Journey Strategic Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Journey Strategic Wealth’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 Q1	$2.05M	Sell	44,580 -1,178	-3%	-$52.9K	0.05%	103
2025 Q4	$1.95M	Sell	45,758 -896	-2%	-$39.7K	0.05%	99
2025 Q3	$2.03M	Sell	46,654 -3,266	-7%	-$138K	0.06%	94
2025 Q2	$2.04M	Sell	49,920 -3,420	-6%	-$136K	0.07%	88
2025 Q1	$2.1M	Buy	53,340 +278	+0.5%	+$10.9K	0.07%	75
2024 Q4	$2.01M	Buy	53,062 +21,314	+67%	+$846K	0.08%	75
2024 Q3	$1.28M	Buy	31,748 +23,378	+279%	+$867K	0.05%	105
2024 Q2	$285K	Buy	+8,370	New	+$287K	0.01%	265
2022 Q1	–	Sell	-5,578	Closed	-$200K	–	240
2021 Q4	$200K	Buy	+5,578	New	+$188K	0.02%	193

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Journey Strategic Wealth's XLU Position: Q1 2026 in Review

Journey Strategic Wealth reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.6% in Q1 2026, selling an estimated $52.9K and leaving 44,580 shares worth $2.05M. The position accounts for 0.05% of the portfolio, ranked #103.

Journey Strategic Wealth first reported a position in XLU in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.1M in Q1 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Journey Strategic Wealth held 44,580 shares of State Street Utilities Select Sector SPDR ETF worth $2.05M as of Q1 2026.
Journey Strategic Wealth sold 1,178 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $52.9K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Journey Strategic Wealth's portfolio in Q1 2026, its #103 holding.
Journey Strategic Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 9 quarters since.
Journey Strategic Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $2.1M in Q1 2025.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.