JT Stratford LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

JT Stratford LLC’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	$230K	Buy	5,080 +35	+0.7%	+$1.58K	0.03%	307
2026 Q1	$232K	Buy	+5,045	New	+$226K	0.03%	278
2018 Q2	–	Sell	-17,136	Closed	-$433K	–	113
2018 Q1	$433K	Buy	17,136 +1,902	+12%	+$47.5K	0.27%	78
2017 Q4	$401K	Sell	15,234 -1,174	-7%	-$32.2K	0.26%	69
2017 Q3	$435K	Sell	16,408 -1,468	-8%	-$39.4K	0.28%	72
2017 Q2	$464K	Sell	17,876 -736	-4%	-$19.3K	0.33%	66
2017 Q1	$477K	Sell	18,612 -13,768	-43%	-$344K	0.35%	65
2016 Q4	$786K	Buy	+32,380	New	+$773K	0.66%	49

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 22.96% 1-Year Est. Return

JT Stratford LLC's XLU Position: Q2 2026 in Review

JT Stratford LLC increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.69% in Q2 2026, buying an estimated $1.58K and bringing the position to 5,080 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #307.

JT Stratford LLC first reported a position in XLU in Q4 2016 and has held it in 8 quarters since. The position peaked at $786K in Q4 2016. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

JT Stratford LLC held 5,080 shares of State Street Utilities Select Sector SPDR ETF worth $230K as of Q2 2026.
JT Stratford LLC bought 35 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.58K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of JT Stratford LLC's portfolio in Q2 2026, its #307 holding.
JT Stratford LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 8 quarters since.
JT Stratford LLC's State Street Utilities Select Sector SPDR ETF position peaked at $786K in Q4 2016.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.