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 Q2	$1.08M	Sell	23,717 -27,455	-54%	-$1.24M	0.34%	46
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 $1.55T 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

Lee Johnson Capital Management's XLU Position: Q2 2026 in Review

Lee Johnson Capital Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 54% in Q2 2026, selling an estimated $1.24M and leaving 23,717 shares worth $1.08M. The position accounts for 0.34% of the portfolio, ranked #46.

Lee Johnson Capital Management first reported a position in XLU in Q3 2022 and has held it in 4 quarters since. The position peaked at $2.35M in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Lee Johnson Capital Management held 23,717 shares of State Street Utilities Select Sector SPDR ETF worth $1.08M as of Q2 2026.
Lee Johnson Capital Management sold 27,455 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.24M.
State Street Utilities Select Sector SPDR ETF made up 0.34% of Lee Johnson Capital Management's portfolio in Q2 2026, its #46 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 4 quarters since.
Lee Johnson Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.35M in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.