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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
2022
Q2 		– Sell
-38
Closed -$1K – 942
2022
Q1 		$1K Buy
+38
New +$1.32K ﹤0.01% 705
2019
Q4 		– Sell
-200
Closed -$6K – 1101
2019
Q3 		$6K Buy
+200
New +$6.17K ﹤0.01% 640

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

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. 1,175 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.
  • 1,175 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.