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Pettyjohn Wood & White’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Pettyjohn Wood & White’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
Q1 		$1.13M Sell
24,733
-350
-1% -$15.7K 0.18% 90
2025
Q4 		$1.07M Sell
25,083
-121
-0.5% -$5.36K 0.17% 92
2025
Q3 		$1.1M Sell
25,204
-200
-0.8% -$8.46K 0.18% 89
2025
Q2 		$1.04M Sell
25,404
-500
-2% -$19.9K 0.19% 89
2025
Q1 		$1.02M Buy
25,904
+500
+2% +$19.5K 0.2% 86
2024
Q4 		$961K Buy
25,404
+626
+3% +$24.8K 0.18% 88
2024
Q3 		$1M Buy
24,778
+2,010
+9% +$74.6K 0.18% 86
2024
Q2 		$776K Buy
22,768
+90
+0.4% +$3.09K 0.15% 90
2024
Q1 		$744K Sell
22,678
-906
-4% -$28.3K 0.15% 91
2023
Q4 		$747K Hold
23,584
– – 0.16% 86
2023
Q3 		$695K Buy
23,584
+440
+2% +$14.2K 0.16% 85
2023
Q2 		$757K Sell
23,144
-116
-0.5% -$3.9K 0.17% 84
2023
Q1 		$787K Buy
23,260
+130
+0.6% +$4.41K 0.19% 79
2022
Q4 		$815K Buy
23,130
+350
+2% +$11.9K 0.2% 79
2022
Q3 		$746K Hold
22,780
– – 0.2% 78
2022
Q2 		$799K Hold
22,780
– – 0.19% 81
2022
Q1 		$848K Hold
22,780
– – 0.18% 82
2021
Q4 		$815K Sell
22,780
-450
-2% -$15.2K 0.17% 89
2021
Q3 		$742K Buy
23,230
+100
+0.4% +$3.34K 0.16% 90
2021
Q2 		$731K Sell
23,130
-300
-1% -$9.82K 0.16% 95
2021
Q1 		$750K Buy
23,430
+216
+0.9% +$6.7K 0.18% 89
2020
Q4 		$728K Sell
23,214
-200
-0.9% -$6.33K 0.19% 87
2020
Q3 		$695K Hold
23,414
– – 0.2% 79
2020
Q2 		$661K Buy
23,414
+1,900
+9% +$54.8K 0.21% 81
2020
Q1 		$596K Sell
21,514
-850
-4% -$27.2K 0.22% 81
2019
Q4 		$723K Sell
22,364
-830
-4% -$26.4K 0.21% 84
2019
Q3 		$751K Buy
23,194
+400
+2% +$12.3K 0.23% 80
2019
Q2 		$680K Sell
22,794
-5,500
-19% -$162K 0.21% 85
2019
Q1 		$823K Sell
28,294
-500
-2% -$13.9K 0.27% 76
2018
Q4 		$762K Buy
28,794
+100
+0.3% +$2.72K 0.28% 71
2018
Q3 		$755K Sell
28,694
-258,240
-90% -$6.86M 0.25% 82
2018
Q2 		$745K Buy
286,934
+257,840
+886% +$6.49M 0.26% 80
2018
Q1 		$735K Buy
29,094
+1,050
+4% +$26.2K 0.27% 81
2017
Q4 		$739K Buy
28,044
+350
+1% +$9.6K 0.27% 79
2017
Q3 		$735K Sell
27,694
-1,150
-4% -$30.9K 0.27% 78
2017
Q2 		$749K Buy
28,844
+400
+1% +$10.5K 0.28% 79
2017
Q1 		$730K Sell
28,444
-700
-2% -$17.5K 0.27% 76
2016
Q4 		$708K Sell
29,144
-200
-0.7% -$4.78K 0.27% 76
2016
Q3 		$719K Sell
29,344
-5,200
-15% -$132K 0.34% 70
2016
Q2 		$906K Sell
34,544
-300
-0.9% -$7.39K 0.36% 71
2016
Q1 		$864K Buy
34,844
+2,244
+7% +$51.8K 0.35% 76
2015
Q4 		$705K Sell
32,600
-400
-1% -$8.67K 0.3% 79
2015
Q3 		$714K Sell
33,000
-800
-2% -$17.2K 0.33% 76
2015
Q2 		$701K Sell
33,800
-1,400
-4% -$30.6K 0.3% 79
2015
Q1 		$782K Sell
35,200
-18,300
-34% -$423K 0.32% 78
2014
Q4 		$1.26M Sell
53,500
-1,300
-2% -$29.4K 0.52% 59
2014
Q3 		$1.15M Sell
54,800
-600
-1% -$12.7K 0.5% 62
2014
Q2 		$1.23M Sell
55,400
-2,268
-4% -$48.2K 0.54% 60
2014
Q1 		$1.2M Buy
57,668
+300
+0.5% +$5.91K 0.55% 60
2013
Q4 		$1.09M Sell
57,368
-2,600
-4% -$49.7K 0.64% 55
2013
Q3 		$1.12M Sell
59,968
-532
-0.9% -$10.1K 0.69% 51
2013
Q2 		$1.14M Buy
+60,500
New +$1.19M 0.71% 51

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pettyjohn Wood & White's XLU Position: Q1 2026 in Review

Pettyjohn Wood & White reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.4% in Q1 2026, selling an estimated $15.7K and leaving 24,733 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #90.

Pettyjohn Wood & White first reported a position in XLU in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.26M in Q4 2014. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Pettyjohn Wood & White held 24,733 shares of State Street Utilities Select Sector SPDR ETF worth $1.13M as of Q1 2026.
  • Pettyjohn Wood & White sold 350 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $15.7K.
  • State Street Utilities Select Sector SPDR ETF made up 0.18% of Pettyjohn Wood & White's portfolio in Q1 2026, its #90 holding.
  • Pettyjohn Wood & White first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
  • Pettyjohn Wood & White's State Street Utilities Select Sector SPDR ETF position peaked at $1.26M in Q4 2014.
  • 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.