LJI Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

LJI Wealth 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	$315K	Sell	6,950 -885	-11%	-$40.1K	0.04%	155
2026 Q1	$360K	Sell	7,835 -815	-9%	-$36.6K	0.06%	136
2025 Q4	$369K	Sell	8,650 -1,000	-10%	-$44.3K	0.06%	138
2025 Q3	$421K	Hold	9,650	–	–	0.07%	101
2025 Q2	$394K	Sell	9,650 -50	-0.5%	-$1.99K	0.07%	120
2025 Q1	$382K	Buy	9,700 +256	+3%	+$10K	0.08%	111
2024 Q4	$357K	Sell	9,444 -2,010	-18%	-$79.8K	0.07%	116
2024 Q3	$463K	Buy	11,454 +86	+0.8%	+$3.19K	0.09%	111
2024 Q2	$387K	Buy	+11,368	New	+$390K	0.09%	121

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

LJI Wealth Management's XLU Position: Q2 2026 in Review

LJI Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q2 2026, selling an estimated $40.1K and leaving 6,950 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #155.

LJI Wealth Management first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $463K in Q3 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

LJI Wealth Management held 6,950 shares of State Street Utilities Select Sector SPDR ETF worth $315K as of Q2 2026.
LJI Wealth Management sold 885 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $40.1K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #155 holding.
LJI Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
LJI Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $463K in Q3 2024.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.