FIG FINANCIAL ADVISORY SERVICES INC /ADV’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025 Q1	–	Sell	-35,064	Closed	-$1.33M	–	99
2024 Q4	$1.33M	Buy	+35,064	New	+$1.39M	0.9%	29

Other funds holding XLU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's XLU Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 35,064 shares — an estimated $1.33M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in XLU in Q4 2024 and held it in 1 quarter. The position peaked at $1.33M in Q4 2024. 1,355 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 35,064 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $1.33M.
FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
FIG FINANCIAL ADVISORY SERVICES INC /ADV's State Street Utilities Select Sector SPDR ETF position peaked at $1.33M in Q4 2024.
1,355 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.