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P.J. Schmidt Investment Management (PJS)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$487K Buy
10,750
+960
+10% +$43.5K 0.08% 133
2026
Q1 		$449K Buy
9,790
+938
+11% +$42.1K 0.08% 134
2025
Q4 		$378K Buy
8,852
+1,586
+22% +$70.2K 0.06% 148
2025
Q3 		$317K Buy
7,266
+818
+13% +$34.6K 0.05% 162
2025
Q2 		$263K Buy
6,448
+912
+16% +$36.3K 0.05% 171
2025
Q1 		$218K Buy
+5,536
New +$216K 0.04% 177

Other funds holding XLU

Truist Financial
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
WA
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RA
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s XLU Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.8% in Q2 2026, buying an estimated $43.5K and bringing the position to 10,750 shares worth $487K. The position accounts for 0.08% of the portfolio, ranked #133.

P.J. Schmidt Investment Management (PJS) first reported a position in XLU in Q1 2025 and has held it in 6 quarters since. 660 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 10,750 shares of State Street Utilities Select Sector SPDR ETF worth $487K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 960 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $43.5K.
  • State Street Utilities Select Sector SPDR ETF made up 0.08% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #133 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 6 quarters since.
  • 660 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.