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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Farther Finance Advisors's XLU Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 20% in Q2 2026, buying an estimated $961K and bringing the position to 127,604 shares worth $5.79M. The position accounts for 0.05% of the portfolio, ranked #362.

Farther Finance Advisors first reported a position in XLU in Q4 2022 and has held it in 15 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Farther Finance Advisors held 127,604 shares of State Street Utilities Select Sector SPDR ETF worth $5.79M as of Q2 2026.
  • Farther Finance Advisors bought 21,210 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $961K.
  • State Street Utilities Select Sector SPDR ETF made up 0.05% of Farther Finance Advisors's portfolio in Q2 2026, its #362 holding.
  • Farther Finance Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.