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

JSF Financial’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
2025 Q4	–	Sell	-29,690	Closed	-$1.29M	–	146
2025 Q3	$1.29M	Sell	29,690 -28,978	-49%	-$1.23M	0.29%	47
2025 Q2	$2.4M	Buy	58,668 +3,922	+7%	+$156K	0.57%	26
2025 Q1	$2.16M	Buy	54,746 +3,000	+6%	+$117K	0.57%	28
2024 Q4	$1.96M	Buy	51,746 +1,718	+3%	+$68.2K	0.52%	30
2024 Q3	$2.02M	Buy	50,028 +4,730	+10%	+$175K	0.59%	29
2024 Q2	$1.54M	Buy	45,298 +2,670	+6%	+$91.7K	0.47%	36
2024 Q1	$1.4M	Sell	42,628 -105,152	-71%	-$3.28M	0.44%	34
2023 Q4	$4.68M	Sell	147,780 -29,534	-17%	-$903K	1.62%	14
2023 Q3	$5.22M	Buy	177,314 +18,338	+12%	+$591K	2.02%	11
2023 Q2	$5.2M	Buy	158,976 +144,118	+970%	+$4.85M	1.84%	16
2023 Q1	$503K	Buy	+14,858	New	+$504K	0.19%	74

Other funds holding XLU

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

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

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

JSF Financial's XLU Position: Q4 2025 in Review

JSF Financial sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 29,690 shares — an estimated $1.29M sold.

JSF Financial first reported a position in XLU in Q1 2023 and held it in 11 quarters. The position peaked at $5.22M in Q3 2023. 1,531 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

JSF Financial reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
JSF Financial sold 29,690 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $1.29M.
JSF Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and held it in 11 quarters.
JSF Financial's State Street Utilities Select Sector SPDR ETF position peaked at $5.22M in Q3 2023.
1,531 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on JSF Financial's 13F filing for Q4 2025, filed 4 Feb 2026.