Willis Johnson & Associates
XLU icon

Willis Johnson & Associates’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Willis Johnson & Associates’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 		– Sell
-5,736
Closed -$263K – 196
2026
Q1 		$263K Buy
5,736
+37
+0.6% +$1.66K 0.02% 165
2025
Q4 		$243K Sell
5,699
-5,979
-51% -$265K 0.02% 159
2025
Q3 		$509K Buy
+11,678
New +$494K 0.03% 99

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Willis Johnson & Associates's XLU Position: Q2 2026 in Review

Willis Johnson & Associates sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 5,736 shares — an estimated $263K sold.

Willis Johnson & Associates first reported a position in XLU in Q3 2025 and held it in 3 quarters. The position peaked at $509K in Q3 2025. 1,592 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Willis Johnson & Associates reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 5,736 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $263K.
  • Willis Johnson & Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Willis Johnson & Associates's State Street Utilities Select Sector SPDR ETF position peaked at $509K in Q3 2025.
  • 1,592 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.