SEC 13F Intelligence

Fsa Wealth Partners, Inc. / XLU

Fsa Wealth Partners, Inc.’s Select Sector Spdr Tr Position

Does Fsa Wealth Partners, Inc. own Select Sector Spdr Tr (XLU)? Not currently — the last reported position was 11.1K shares worth $778,000 in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$778,000
Q2 2022
Shares
11.1K
% of Portfolio
+3.18%
Quarters Held
5
position exited

Position History XLU

Reported value by quarter
Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19Q1 ’20: $307,000Q1 ’20Q2 ’22: $778,000Q2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202211.1K$778,000+3.18%
Q1 20205.5K$307,000+3.84%
Q4 201935.0K$2M+0.93%
Q3 201937.4K$2M+1.60%
Q2 201937.4K$2M+1.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fsa Wealth Partners, Inc.’s full portfolio or all institutional holders of XLU.