FIC
XLU icon

FCG Investment Company’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

FCG Investment Company’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 		$1.74M Buy
38,336
+33,057
+626% +$1.5M 0.6% 42
2026
Q1 		$242K Buy
+5,279
New +$237K 0.11% 95
2025
Q3 		$215K Buy
+4,938
New +$209K 0.1% 88

Other funds holding XLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FCG Investment Company's XLU Position: Q2 2026 in Review

FCG Investment Company increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 626% in Q2 2026, buying an estimated $1.5M and bringing the position to 38,336 shares worth $1.74M. The position accounts for 0.6% of the portfolio, ranked #42.

FCG Investment Company first reported a position in XLU in Q3 2025 and has held it in 3 quarters since. 1,180 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • FCG Investment Company held 38,336 shares of State Street Utilities Select Sector SPDR ETF worth $1.74M as of Q2 2026.
  • FCG Investment Company bought 33,057 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.5M.
  • State Street Utilities Select Sector SPDR ETF made up 0.6% of FCG Investment Company's portfolio in Q2 2026, its #42 holding.
  • FCG Investment Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,180 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.