SJS Investment Consulting’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

SJS Investment Consulting’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	$28.3K	Hold	624	–	–	﹤0.01%	661
2026 Q1	$28.6K	Hold	624	–	–	﹤0.01%	569
2025 Q4	$26.6K	Hold	624	–	–	﹤0.01%	545
2025 Q3	$27.2K	Buy	624 +394	+171%	+$16.7K	﹤0.01%	476
2025 Q2	$9.39K	Hold	230	–	–	﹤0.01%	349
2025 Q1	$9.07K	Hold	230	–	–	﹤0.01%	375
2024 Q4	$8.71K	Hold	230	–	–	﹤0.01%	363
2024 Q3	$9.29K	Hold	230	–	–	﹤0.01%	381
2024 Q2	$7.84K	Hold	230	–	–	﹤0.01%	365
2024 Q1	$7.55K	Sell	230 -2,192	-91%	-$68.4K	﹤0.01%	391
2023 Q4	$76.7K	Buy	2,422 +2,192	+953%	+$67K	0.02%	136
2023 Q3	$6.78K	Hold	230	–	–	﹤0.01%	330
2023 Q2	$7.53K	Hold	230	–	–	﹤0.01%	302
2023 Q1	$7.79K	Hold	230	–	–	﹤0.01%	317
2022 Q4	$8.11K	Hold	230	–	–	﹤0.01%	310
2022 Q3	$8K	Buy	+230	New	+$8.43K	﹤0.01%	306
2022 Q1	$9K	Hold	230	–	–	﹤0.01%	406
2021 Q4	$8K	Buy	+230	New	+$7.76K	﹤0.01%	395

Other funds holding XLU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 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

SJS Investment Consulting's XLU Position: Q2 2026 in Review

SJS Investment Consulting held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 624 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

SJS Investment Consulting first reported a position in XLU in Q4 2021 and has held it in 18 quarters since. The position peaked at $76.7K in Q4 2023. 1,074 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

SJS Investment Consulting held 624 shares of State Street Utilities Select Sector SPDR ETF worth $28.3K as of Q2 2026.
SJS Investment Consulting left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #661 holding.
SJS Investment Consulting first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
SJS Investment Consulting's State Street Utilities Select Sector SPDR ETF position peaked at $76.7K in Q4 2023.
1,074 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.