John Boyer, Inc.’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$844K Buy
18,613
+107
+0.6% +$4.85K 0.73% 21
2026
Q1
$849K Buy
18,506
+104
+0.6% +$4.67K 0.85% 20
2025
Q4
$786K Buy
18,402
+124
+0.7% +$5.49K 0.8% 20
2025
Q3
$797K Buy
+18,278
New +$773K 0.79% 20

Other funds holding XLU

John Boyer, Inc.'s XLU Position: Q2 2026 in Review

John Boyer, Inc. increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.58% in Q2 2026, buying an estimated $4.85K and bringing the position to 18,613 shares worth $844K. The position accounts for 0.73% of the portfolio, ranked #21.

John Boyer, Inc. first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. The position peaked at $849K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • John Boyer, Inc. held 18,613 shares of State Street Utilities Select Sector SPDR ETF worth $844K as of Q2 2026.
  • John Boyer, Inc. bought 107 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $4.85K.
  • State Street Utilities Select Sector SPDR ETF made up 0.73% of John Boyer, Inc.'s portfolio in Q2 2026, its #21 holding.
  • John Boyer, Inc. first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • John Boyer, Inc.'s State Street Utilities Select Sector SPDR ETF position peaked at $849K in Q1 2026.
  • 1,036 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on John Boyer, Inc.'s 13F filing for Q2 2026, filed 7 Aug 2026.