FNY Investment Advisers’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

FNY Investment Advisers’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	$185K	Buy	+4,100	New	+$186K	0.07%	247
2026 Q1	–	Sell	-270	Closed	-$11K	–	1137
2025 Q4	$11K	Sell	270 -530	-66%	-$23.5K	﹤0.01%	652
2025 Q3	$34K	Buy	+800	New	+$33.8K	0.01%	586
2025 Q1	–	Sell	-82,030	Closed	-$3.1M	–	1021
2024 Q4	$3.1M	Buy	82,030 +79,038	+2,642%	+$3.14M	1.61%	10
2024 Q3	$120K	Buy	+2,992	New	+$111K	0.06%	215
2024 Q2	–	Sell	-200	Closed	-$6K	–	848
2024 Q1	$6K	Hold	200	–	–	﹤0.01%	509
2023 Q4	$6K	Sell	200 -2,400	-92%	-$73.4K	0.01%	347
2023 Q3	$76K	Buy	2,600 +2,400	+1,200%	+$77.4K	0.05%	185
2023 Q2	$6K	Buy	+200	New	+$6.73K	0.01%	361
2022 Q4	–	Sell	-58,000	Closed	-$1.9M	–	792
2022 Q3	$1.9M	Buy	+58,000	New	+$2.13M	1.32%	17
2019 Q2	–	Sell	-24,508	Closed	-$712K	–	1160
2019 Q1	$712K	Buy	+24,508	New	+$681K	0.24%	58

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FNY Investment Advisers's XLU Position: Q2 2026 in Review

FNY Investment Advisers opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 4,100 shares worth $185K. The stake represents 0.07% of the portfolio and ranks #247 among its holdings. This is a return to the name: FNY Investment Advisers previously reported a position in XLU as recently as Q4 2025.

FNY Investment Advisers first reported a position in XLU in Q1 2019 and has held it in 11 quarters since. The position peaked at $3.1M in Q4 2024. 1,583 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

FNY Investment Advisers held 4,100 shares of State Street Utilities Select Sector SPDR ETF worth $185K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new FNY Investment Advisers position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.07% of FNY Investment Advisers's portfolio in Q2 2026, its #247 holding.
FNY Investment Advisers first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2019 and has held it in 11 quarters since.
FNY Investment Advisers's State Street Utilities Select Sector SPDR ETF position peaked at $3.1M in Q4 2024.
1,583 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.