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

Natixis 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	$713K	Buy	+15,726	New	+$712K	﹤0.01%	1600
2020 Q1	–	Sell	-22,560	Closed	-$729K	–	1232
2019 Q4	$729K	Buy	+22,560	New	+$717K	0.01%	1012
2019 Q2	–	Sell	-41,662	Closed	-$1.21M	–	1091
2019 Q1	$1.21M	Buy	+41,662	New	+$1.16M	0.01%	880
2017 Q3	–	Sell	-90,166	Closed	-$2.34M	–	1056
2017 Q2	$2.34M	Buy	+90,166	New	+$2.37M	0.03%	657
2016 Q3	–	Sell	-148,832	Closed	-$3.9M	–	1021
2016 Q2	$3.9M	Sell	148,832 -16,372	-10%	-$403K	0.05%	439
2016 Q1	$4.1M	Buy	+165,204	New	+$3.81M	0.06%	410
2015 Q1	–	Sell	-57,584	Closed	-$1.36M	–	1061
2014 Q4	$1.36M	Sell	57,584 -1,512	-3%	-$34.2K	0.03%	720
2014 Q3	$1.24M	Sell	59,096 -364	-0.6%	-$7.71K	0.03%	724
2014 Q2	$1.32M	Sell	59,460 -4,458	-7%	-$94.8K	0.02%	750
2014 Q1	$1.32M	Sell	63,918 -29,798	-32%	-$587K	0.02%	707
2013 Q4	$1.78M	Buy	93,716 +45,660	+95%	+$873K	0.03%	614
2013 Q3	$898K	Sell	48,056 -24,568	-34%	-$468K	0.02%	704
2013 Q2	$1.37M	Buy	+72,624	New	+$1.42M	0.03%	612

Other funds holding XLU

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natixis Advisors's XLU Position: Q2 2026 in Review

Natixis Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 15,726 shares worth $713K. The stake represents ﹤0.01% of the portfolio and ranks #1600 among its holdings. This is a return to the name: Natixis Advisors previously reported a position in XLU as recently as Q4 2019.

Natixis Advisors first reported a position in XLU in Q2 2013 and has held it in 13 quarters since. The position peaked at $4.1M in Q1 2016. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Natixis Advisors held 15,726 shares of State Street Utilities Select Sector SPDR ETF worth $713K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Natixis Advisors position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Natixis Advisors's portfolio in Q2 2026, its #1600 holding.
Natixis Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 13 quarters since.
Natixis Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $4.1M in Q1 2016.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.