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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 1,577 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.
1,577 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.