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

Lynx 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 Q2	$939K	Buy	20,704 +96	+0.5%	+$4.35K	0.31%	87
2026 Q1	$946K	Sell	20,608 -1,300	-6%	-$58.3K	0.45%	48
2025 Q4	$935K	Buy	21,908 +114	+0.5%	+$5.05K	0.51%	44
2025 Q3	$950K	Sell	21,794 -3,214	-13%	-$136K	0.57%	41
2025 Q2	$1.02M	Buy	25,008 +162	+0.7%	+$6.46K	0.67%	38
2025 Q1	$980K	Buy	24,846 +3,550	+17%	+$139K	0.65%	38
2024 Q4	$806K	Buy	21,296 +924	+5%	+$36.7K	0.55%	43
2024 Q3	$823K	Buy	20,372 +6,642	+48%	+$246K	0.59%	39
2024 Q2	$468K	Buy	+13,730	New	+$472K	0.35%	58

Other funds holding XLU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Lynx Investment Advisory's XLU Position: Q2 2026 in Review

Lynx Investment Advisory increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.47% in Q2 2026, buying an estimated $4.35K and bringing the position to 20,704 shares worth $939K. The position accounts for 0.31% of the portfolio, ranked #87.

Lynx Investment Advisory first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q2 2025. 572 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Lynx Investment Advisory held 20,704 shares of State Street Utilities Select Sector SPDR ETF worth $939K as of Q2 2026.
Lynx Investment Advisory bought 96 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $4.35K.
State Street Utilities Select Sector SPDR ETF made up 0.31% of Lynx Investment Advisory's portfolio in Q2 2026, its #87 holding.
Lynx Investment Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's State Street Utilities Select Sector SPDR ETF position peaked at $1.02M in Q2 2025.
572 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.