P.J. Schmidt Investment Management (PJS)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
P.J. Schmidt Investment Management (PJS)'s XLU Position: Q1 2026 in Review
P.J. Schmidt Investment Management (PJS) increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q1 2026, buying an estimated $42.1K and bringing the position to 9,790 shares worth $449K. The position accounts for 0.08% of the portfolio, ranked #134.
P.J. Schmidt Investment Management (PJS) first reported a position in XLU in Q1 2025 and has held it in 5 quarters since. 1,589 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- P.J. Schmidt Investment Management (PJS) held 9,790 shares of State Street Utilities Select Sector SPDR ETF worth $449K as of Q1 2026.
- P.J. Schmidt Investment Management (PJS) bought 938 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $42.1K.
- State Street Utilities Select Sector SPDR ETF made up 0.08% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #134 holding.
- P.J. Schmidt Investment Management (PJS) first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
- 1,589 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.