FIM
XLU icon

FWL Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

FWL Investment Management’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 		$700K Buy
15,444
+482
+3% +$21.8K 0.13% 72
2026
Q1 		$687K Buy
14,962
+529
+4% +$23.7K 0.15% 68
2025
Q4 		$616K Buy
14,433
+207
+1% +$9.17K 0.15% 61
2025
Q3 		$620K Buy
14,226
+2,638
+23% +$112K 0.16% 60
2025
Q2 		$473K Buy
11,588
+490
+4% +$19.5K 0.14% 65
2025
Q1 		$438K Buy
11,098
+30
+0.3% +$1.17K 0.16% 61
2024
Q4 		$419K Buy
11,068
+848
+8% +$33.7K 0.15% 66
2024
Q3 		$413K Buy
10,220
+3,870
+61% +$144K 0.16% 61
2024
Q2 		$216K Buy
6,350
+5,994
+1,684% +$206K 0.11% 50
2024
Q1 		$11.7K Buy
356
+80
+29% +$2.5K 0.01% 152
2023
Q4 		$8.74K Buy
276
+214
+345% +$6.54K 0.01% 169
2023
Q3 		$1.83K Buy
+62
New +$2K ﹤0.01% 175
2023
Q2 		– Sell
-316
Closed -$10.7K – 80
2023
Q1 		$10.7K Hold
316
– – 0.01% 64
2022
Q4 		$11.1K Sell
316
-8
-2% -$272 0.01% 138
2022
Q3 		$11K Buy
+324
New +$11.9K 0.01% 51

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

FWL Investment Management's XLU Position: Q2 2026 in Review

FWL Investment Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.2% in Q2 2026, buying an estimated $21.8K and bringing the position to 15,444 shares worth $700K. The position accounts for 0.13% of the portfolio, ranked #72.

FWL Investment Management first reported a position in XLU in Q3 2022 and has held it in 15 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • FWL Investment Management held 15,444 shares of State Street Utilities Select Sector SPDR ETF worth $700K as of Q2 2026.
  • FWL Investment Management bought 482 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $21.8K.
  • State Street Utilities Select Sector SPDR ETF made up 0.13% of FWL Investment Management's portfolio in Q2 2026, its #72 holding.
  • FWL Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.