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Foundations Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Foundations Investment Advisors’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 		$5.48M Sell
120,923
-232,123
-66% -$10.5M 0.06% 235
2026
Q1 		$16.2M Buy
353,046
+28,193
+9% +$1.26M 0.2% 118
2025
Q4 		$13.9M Buy
324,853
+307,781
+1,803% +$13.6M 0.18% 121
2025
Q3 		$744K Sell
17,072
-73,096
-81% -$3.09M 0.01% 543
2025
Q2 		$3.68M Sell
90,168
-10,114
-10% -$403K 0.06% 241
2025
Q1 		$3.95M Buy
100,282
+28,838
+40% +$1.13M 0.07% 224
2024
Q4 		$2.7M Sell
71,444
-19,050
-21% -$756K 0.05% 245
2024
Q3 		$3.66M Buy
90,494
+2,640
+3% +$97.9K 0.08% 207
2024
Q2 		$2.99M Buy
87,854
+28,146
+47% +$967K 0.07% 198
2024
Q1 		$1.96M Sell
59,708
-1,246
-2% -$38.9K 0.05% 233
2023
Q4 		$1.91M Buy
60,954
+51,664
+556% +$1.58M 0.05% 233
2023
Q3 		$274K Sell
9,290
-26,398
-74% -$851K 0.01% 528
2023
Q2 		$1.17M Sell
35,688
-97,188
-73% -$3.27M 0.04% 247
2023
Q1 		$4.5M Sell
132,876
-53,098
-29% -$1.8M 0.16% 92
2022
Q4 		$6.56M Buy
185,974
+27,862
+18% +$947K 0.26% 56
2022
Q3 		$5.18M Buy
158,112
+29,380
+23% +$1.08M 0.23% 53
2022
Q2 		$4.51M Buy
128,732
+92,690
+257% +$3.36M 0.19% 62
2022
Q1 		$1.37M Sell
36,042
-674
-2% -$23.4K 0.05% 106
2021
Q4 		$1.28M Sell
36,716
-3,078
-8% -$104K 0.05% 106
2021
Q3 		$1.28M Buy
39,794
+23,794
+149% +$795K 0.06% 96
2021
Q2 		$517K Sell
16,000
-1,430
-8% -$46.8K 0.02% 166
2021
Q1 		$566K Buy
17,430
+2,266
+15% +$70.3K 0.03% 127
2020
Q4 		$473K Buy
+15,164
New +$480K 0.03% 118
2020
Q1 		– Sell
-37,040
Closed -$1.19M – 152
2019
Q4 		$1.19M Buy
37,040
+150
+0.4% +$4.76K 0.15% 56
2019
Q3 		$1.18M Buy
36,890
+9,114
+33% +$281K 0.15% 53
2019
Q2 		$843K Sell
27,776
-253,750
-90% -$7.45M 0.13% 61
2019
Q1 		$8.19M Buy
+281,526
New +$7.83M 1.42% 16

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Foundations Investment Advisors's XLU Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 66% in Q2 2026, selling an estimated $10.5M and leaving 120,923 shares worth $5.48M. The position accounts for 0.06% of the portfolio, ranked #235.

Foundations Investment Advisors first reported a position in XLU in Q1 2019 and has held it in 27 quarters since. The position peaked at $16.2M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Foundations Investment Advisors held 120,923 shares of State Street Utilities Select Sector SPDR ETF worth $5.48M as of Q2 2026.
  • Foundations Investment Advisors sold 232,123 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $10.5M.
  • State Street Utilities Select Sector SPDR ETF made up 0.06% of Foundations Investment Advisors's portfolio in Q2 2026, its #235 holding.
  • Foundations Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2019 and has held it in 27 quarters since.
  • Foundations Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $16.2M 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.