F/M Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

F/M Investments’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	$218K	Hold	4,800	–	–	0.01%	339
2026 Q1	$220K	Hold	4,800	–	–	0.01%	323
2025 Q4	$205K	Sell	4,800 -1,000	-17%	-$44.3K	0.01%	423
2025 Q3	$253K	Hold	5,800	–	–	0.01%	387
2025 Q2	$237K	Sell	5,800 -408	-7%	-$16.3K	0.01%	383
2025 Q1	$245K	Hold	6,208	–	–	0.01%	373
2024 Q4	$235K	Buy	6,208 +408	+7%	+$16.2K	0.01%	384
2024 Q3	$234K	Buy	+5,800	New	+$215K	0.01%	327

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

F/M Investments's XLU Position: Q2 2026 in Review

F/M Investments held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 4,800 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #339.

F/M Investments first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $253K in Q3 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

F/M Investments held 4,800 shares of State Street Utilities Select Sector SPDR ETF worth $218K as of Q2 2026.
F/M Investments left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of F/M Investments's portfolio in Q2 2026, its #339 holding.
F/M Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
F/M Investments's State Street Utilities Select Sector SPDR ETF position peaked at $253K in Q3 2025.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.