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Financial Advocates Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-9,068
Closed -$370K – 613
2025
Q2 		$370K Sell
9,068
-86,404
-91% -$3.44M 0.03% 445
2025
Q1 		$3.76M Sell
95,472
-10,036
-10% -$392K 0.26% 87
2024
Q4 		$3.99M Buy
105,508
+65,822
+166% +$2.61M 0.23% 93
2024
Q3 		$1.61M Sell
39,686
-6,136
-13% -$228K 0.09% 213
2024
Q2 		$1.56M Buy
45,822
+9,148
+25% +$314K 0.1% 205
2024
Q1 		$1.2M Sell
36,674
-264
-0.7% -$8.24K 0.07% 277
2023
Q4 		$1.17M Sell
36,938
-46,820
-56% -$1.43M 0.08% 257
2023
Q3 		$2.59M Buy
83,758
+4,144
+5% +$134K 0.19% 127
2023
Q2 		$2.6M Sell
79,614
-406
-0.5% -$13.7K 0.19% 132
2023
Q1 		$2.71M Sell
80,020
-34,110
-30% -$1.16M 0.19% 125
2022
Q4 		$3.57M Buy
114,130
+23,822
+26% +$810K 0.27% 92
2022
Q3 		$2.96M Sell
90,308
-11,056
-11% -$405K 0.24% 109
2022
Q2 		$3.55M Buy
101,364
+33,866
+50% +$1.23M 0.29% 91
2022
Q1 		$2.51M Buy
67,498
+13,460
+25% +$467K 0.17% 142
2021
Q4 		$1.93M Sell
54,038
-2,142
-4% -$72.3K 0.12% 203
2021
Q3 		$1.79M Buy
56,180
+1,342
+2% +$44.9K 0.12% 204
2021
Q2 		$1.73M Buy
54,838
+10,144
+23% +$332K 0.12% 214
2021
Q1 		$1.43M Buy
44,694
+1,416
+3% +$43.9K 0.1% 237
2020
Q4 		$1.68M Buy
43,278
+2,008
+5% +$63.5K 0.11% 204
2020
Q3 		$1.23M Sell
41,270
-31,820
-44% -$944K 0.1% 208
2020
Q2 		$3.17M Buy
73,090
+39,114
+115% +$1.13M 0.3% 84
2020
Q1 		$941K Sell
33,976
-27,502
-45% -$880K 0.13% 187
2019
Q4 		$1.99M Buy
61,478
+11,330
+23% +$360K 0.21% 115
2019
Q3 		$1.63M Sell
50,148
-8,680
-15% -$268K 0.19% 129
2019
Q2 		$1.75M Buy
58,828
+40,048
+213% +$1.18M 0.2% 125
2019
Q1 		$546K Buy
18,780
+3,488
+23% +$97K 0.07% 254
2018
Q4 		$405K Buy
15,292
+1,290
+9% +$35.1K 0.06% 279
2018
Q3 		$369K Sell
14,002
-662
-5% -$17.6K 0.04% 339
2018
Q2 		$384K Buy
14,664
+192
+1% +$4.83K 0.05% 319
2018
Q1 		$366K Sell
14,472
-12,734
-47% -$318K 0.05% 322
2017
Q4 		$717K Buy
+27,206
New +$746K 0.1% 209

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Financial Advocates Investment Management's XLU Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 9,068 shares — an estimated $370K sold.

Financial Advocates Investment Management first reported a position in XLU in Q4 2017 and held it in 31 quarters. The position peaked at $3.99M in Q4 2024. 1,427 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,068 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $370K.
  • Financial Advocates Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $3.99M in Q4 2024.
  • 1,427 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.