FSC Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

FSC Wealth 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
2025 Q2	–	Sell	-2	Closed	-$79	–	260
2025 Q1	$79	Hold	2	–	–	﹤0.01%	253
2024 Q4	$76	Hold	2	–	–	﹤0.01%	294
2024 Q3	$81	Hold	2	–	–	﹤0.01%	288
2024 Q2	$68	Hold	2	–	–	﹤0.01%	290
2024 Q1	$66	Hold	2	–	–	﹤0.01%	252
2023 Q4	$63	Hold	2	–	–	﹤0.01%	284
2023 Q3	$59	Hold	2	–	–	﹤0.01%	229
2023 Q2	$65	Hold	2	–	–	﹤0.01%	186
2023 Q1	$68	Hold	2	–	–	﹤0.01%	166
2022 Q4	$71	Sell	2 -2	-50%	-$68	﹤0.01%	152
2022 Q3	$0	Buy	4 +2	+100%	+$73	﹤0.01%	210
2022 Q2	$0	Hold	2	–	–	﹤0.01%	230
2022 Q1	$0	Sell	2 -168,718	-100%	-$5.85M	﹤0.01%	194
2021 Q4	$6.04M	Buy	+168,720	New	+$5.69M	4.09%	10

Other funds holding XLU

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FSC Wealth Advisors's XLU Position: Q2 2025 in Review

FSC Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 2 shares — an estimated $79 sold.

FSC Wealth Advisors first reported a position in XLU in Q4 2021 and held it in 14 quarters. The position peaked at $6.04M in Q4 2021. 1,395 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

FSC Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 2 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $79.
FSC Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $6.04M in Q4 2021.
1,395 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.