FLC Capital 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
$401K Sell
8,850
-78
-0.9% -$3.53K 0.06% 151
2026
Q1
$410K Buy
8,928
+2,126
+31% +$95.4K 0.07% 146
2025
Q4
$290K Hold
6,802
0.05% 164
2025
Q3
$297K Hold
6,802
0.06% 163
2025
Q2
$278K Buy
+6,802
New +$271K 0.06% 170

Other funds holding XLU

FLC Capital Advisors's XLU Position: Q2 2026 in Review

FLC Capital Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.87% in Q2 2026, selling an estimated $3.53K and leaving 8,850 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #151.

FLC Capital Advisors first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $410K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • FLC Capital Advisors held 8,850 shares of State Street Utilities Select Sector SPDR ETF worth $401K as of Q2 2026.
  • FLC Capital Advisors sold 78 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.53K.
  • State Street Utilities Select Sector SPDR ETF made up 0.06% of FLC Capital Advisors's portfolio in Q2 2026, its #151 holding.
  • FLC Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • FLC Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $410K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.