FPC Investment Advisory’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

FPC Investment Advisory’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 Q1	–	Sell	-7,726	Closed	-$330K	–	35
2025 Q4	$330K	Sell	7,726 -260	-3%	-$11.5K	0.18%	24
2025 Q3	$348K	Sell	7,986 -2,318	-22%	-$98.1K	0.21%	22
2025 Q2	$436K	Sell	10,304 -24	-0.2%	-$956	0.27%	19
2025 Q1	$411K	Sell	10,328 -600	-5%	-$23.4K	0.28%	20
2024 Q4	$426K	Sell	10,928 -5,050	-32%	-$200K	0.31%	20
2024 Q3	$635K	Sell	15,978 -22	-0.1%	-$816	0.54%	17
2024 Q2	$561K	Sell	16,000 -524	-3%	-$18K	0.51%	17
2024 Q1	$551K	Buy	+16,524	New	+$516K	0.54%	17

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

FPC Investment Advisory's XLU Position: Q1 2026 in Review

FPC Investment Advisory sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 7,726 shares — an estimated $330K sold.

FPC Investment Advisory first reported a position in XLU in Q1 2024 and held it in 8 quarters. The position peaked at $635K in Q3 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

FPC Investment Advisory reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
FPC Investment Advisory sold 7,726 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $330K.
FPC Investment Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and held it in 8 quarters.
FPC Investment Advisory's State Street Utilities Select Sector SPDR ETF position peaked at $635K in Q3 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on FPC Investment Advisory's 13F filing for Q1 2026, filed 4 May 2026.