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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Willis Johnson & Associates's XLU Position: Q1 2026 in Review

Willis Johnson & Associates increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.65% in Q1 2026, buying an estimated $1.66K and bringing the position to 5,736 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #165.

Willis Johnson & Associates first reported a position in XLU in Q3 2025 and has held it in 3 quarters since. The position peaked at $509K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Willis Johnson & Associates held 5,736 shares of State Street Utilities Select Sector SPDR ETF worth $263K as of Q1 2026.
Willis Johnson & Associates bought 37 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.66K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Willis Johnson & Associates's portfolio in Q1 2026, its #165 holding.
Willis Johnson & Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
Willis Johnson & Associates's State Street Utilities Select Sector SPDR ETF position peaked at $509K in Q3 2025.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.