Financial Engines 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
$488K Buy
10,760
+3,900
+57% +$177K ﹤0.01% 410
2026
Q1
$315K Sell
6,860
-311
-4% -$14K ﹤0.01% 461
2025
Q4
$306K Sell
7,171
-99
-1% -$4.38K ﹤0.01% 468
2025
Q3
$317K Buy
7,270
+22
+0.3% +$931 ﹤0.01% 458
2025
Q2
$296K Buy
7,248
+504
+7% +$20.1K ﹤0.01% 448
2025
Q1
$266K Sell
6,744
-58
-0.9% -$2.27K ﹤0.01% 385
2024
Q4
$257K Hold
6,802
﹤0.01% 405
2024
Q3
$275K Buy
6,802
+2
+0% +$74 ﹤0.01% 343
2024
Q2
$232K Sell
6,800
-802
-11% -$27.5K ﹤0.01% 335
2024
Q1
$250K Buy
7,602
+1,100
+17% +$34.3K ﹤0.01% 309
2023
Q4
$206K Buy
+6,502
New +$199K ﹤0.01% 304
2023
Q3
Sell
-12,746
Closed -$417K 302
2023
Q2
$417K Buy
12,746
+18
+0.1% +$606 ﹤0.01% 220
2023
Q1
$431K Buy
12,728
+5,930
+87% +$201K ﹤0.01% 219
2022
Q4
$240K Sell
6,798
-46
-0.7% -$1.56K ﹤0.01% 262
2022
Q3
$224K Buy
6,844
+32
+0.5% +$1.17K ﹤0.01% 270
2022
Q2
$238K Sell
6,812
-418
-6% -$15.1K ﹤0.01% 271
2022
Q1
$269K Sell
7,230
-164
-2% -$5.68K ﹤0.01% 269
2021
Q4
$265K Buy
+7,394
New +$249K ﹤0.01% 237
2018
Q2
Sell
-626
Closed -$16K 164
2018
Q1
$16K Buy
+626
New +$15.6K ﹤0.01% 91

Other funds holding XLU

Financial Engines Advisors's XLU Position: Q2 2026 in Review

Financial Engines Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 57% in Q2 2026, buying an estimated $177K and bringing the position to 10,760 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Financial Engines Advisors first reported a position in XLU in Q1 2018 and has held it in 19 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Financial Engines Advisors held 10,760 shares of State Street Utilities Select Sector SPDR ETF worth $488K as of Q2 2026.
  • Financial Engines Advisors bought 3,900 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $177K.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #410 holding.
  • Financial Engines Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and has held it in 19 quarters since.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.