Nabity-Jensen Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Nabity-Jensen Investment 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	$272K	Hold	6,000	–	–	0.17%	64
2026 Q1	$275K	Hold	6,000	–	–	0.19%	65
2025 Q4	$256K	Hold	6,000	–	–	0.17%	64
2025 Q3	$262K	Sell	6,000 -986	-14%	-$41.7K	0.18%	62
2025 Q2	$285K	Hold	6,986	–	–	0.21%	60
2025 Q1	$275K	Hold	6,986	–	–	0.22%	61
2024 Q4	$264K	Hold	6,986	–	–	0.2%	64
2024 Q3	$282K	Hold	6,986	–	–	0.22%	61
2024 Q2	$238K	Hold	6,986	–	–	0.19%	63
2024 Q1	$229K	Hold	6,986	–	–	0.19%	60
2023 Q4	$221K	Buy	+6,986	New	+$214K	0.2%	60

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Nabity-Jensen Investment Management's XLU Position: Q2 2026 in Review

Nabity-Jensen Investment Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 6,000 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #64.

Nabity-Jensen Investment Management first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $285K in Q2 2025. 674 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Nabity-Jensen Investment Management held 6,000 shares of State Street Utilities Select Sector SPDR ETF worth $272K as of Q2 2026.
Nabity-Jensen Investment Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.17% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #64 holding.
Nabity-Jensen Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Nabity-Jensen Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $285K in Q2 2025.
674 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.