PJSIMP
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P.J. Schmidt Investment Management (PJS)’s Utilities Select Sector SPDR Fund XLU Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$263K Buy
3,224
+456
+16% +$37.2K 0.05% 171
2025
Q1 		$218K Buy
+2,768
New +$218K 0.04% 177