Farther Finance Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Farther Finance Advisors’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 Q3	$6.25M	Buy	158,388 +30,784	+24%	+$1.34M	0.04%	371
2026 Q2	$5.79M	Buy	127,604 +21,210	+20%	+$961K	0.05%	362
2026 Q1	$4.91M	Buy	106,394 +63,234	+147%	+$2.84M	0.05%	353
2025 Q4	$1.84M	Sell	43,160 -532	-1%	-$23.6K	0.02%	620
2025 Q3	$1.91M	Buy	43,692 +9,106	+26%	+$385K	0.03%	476
2025 Q2	$1.41M	Buy	34,586 +14,304	+71%	+$570K	0.03%	472
2025 Q1	$802K	Buy	20,282 +9,964	+97%	+$389K	0.02%	596
2024 Q4	$391K	Buy	10,318 +928	+10%	+$36.8K	0.01%	684
2024 Q3	$379K	Buy	9,390 +4,038	+75%	+$150K	0.01%	709
2024 Q2	$181K	Buy	5,352 +626	+13%	+$21.5K	0.01%	877
2024 Q1	$154K	Buy	4,726 +2,532	+115%	+$79K	0.01%	784
2023 Q4	$69.5K	Sell	2,194 -4,848	-69%	-$148K	0.01%	917
2023 Q3	$208K	Buy	7,042 +946	+16%	+$30.5K	0.03%	381
2023 Q2	$199K	Sell	6,096 -5,568	-48%	-$187K	0.04%	314
2023 Q1	$395K	Buy	11,664 +2,996	+35%	+$102K	0.12%	166
2022 Q4	$306K	Buy	+8,668	New	+$295K	0.12%	169

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Farther Finance Advisors's XLU Position: Q3 2026 in Review

Farther Finance Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 24% in Q3 2026, buying an estimated $1.34M and bringing the position to 158,388 shares worth $6.25M. The position accounts for 0.04% of the portfolio, ranked #371.

Farther Finance Advisors first reported a position in XLU in Q4 2022 and has held it in 16 quarters since. 62 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Farther Finance Advisors held 158,388 shares of State Street Utilities Select Sector SPDR ETF worth $6.25M as of Q3 2026.
Farther Finance Advisors bought 30,784 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $1.34M.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #371 holding.
Farther Finance Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
62 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.