Lee Johnson Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Lee Johnson Capital Management’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	$2.35M	Buy	+51,172	New	+$2.3M	0.84%	22
2023 Q1	–	Sell	-7,684	Closed	-$271K	–	25
2022 Q4	$271K	Buy	7,684 +224	+3%	+$7.62K	0.51%	22
2022 Q3	$244K	Buy	+7,460	New	+$273K	0.5%	23

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

Lee Johnson Capital Management's XLU Position: Q1 2026 in Review

Lee Johnson Capital Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 51,172 shares worth $2.35M. The stake represents 0.84% of the portfolio and ranks #22 among its holdings. This is a return to the name: Lee Johnson Capital Management previously reported a position in XLU as recently as Q4 2022.

Lee Johnson Capital Management first reported a position in XLU in Q3 2022 and has held it in 3 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Lee Johnson Capital Management held 51,172 shares of State Street Utilities Select Sector SPDR ETF worth $2.35M as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new Lee Johnson Capital Management position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.84% of Lee Johnson Capital Management's portfolio in Q1 2026, its #22 holding.
Lee Johnson Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 3 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.