WJ Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
WJ Financial Advisors's XLU Position: Q2 2026 in Review
WJ Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.7% in Q2 2026, buying an estimated $37K and bringing the position to 48,714 shares worth $2.21M. The position accounts for 1.62% of the portfolio, ranked #17.
WJ Financial Advisors first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- WJ Financial Advisors held 48,714 shares of State Street Utilities Select Sector SPDR ETF worth $2.21M as of Q2 2026.
- WJ Financial Advisors bought 816 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $37K.
- State Street Utilities Select Sector SPDR ETF made up 1.62% of WJ Financial Advisors's portfolio in Q2 2026, its #17 holding.
- WJ Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.