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

AHL 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
2025 Q3	$654K	Sell	14,994 -700	-4%	-$29.6K	0.45%	45
2025 Q2	$641K	Sell	15,694 -660	-4%	-$26.3K	0.43%	44
2025 Q1	$645K	Hold	16,354	–	–	0.44%	46
2024 Q4	$619K	Hold	16,354	–	–	0.43%	45
2024 Q3	$661K	Hold	16,354	–	–	0.46%	46
2024 Q2	$557K	Sell	16,354 -1,870	-10%	-$64.2K	0.41%	46
2024 Q1	$598K	Buy	18,224 +480	+3%	+$15K	0.46%	43
2023 Q4	$562K	Hold	17,744	–	–	0.46%	42
2023 Q3	$523K	Hold	17,744	–	–	0.47%	43
2023 Q2	$581K	Buy	17,744 +10,780	+155%	+$363K	0.52%	40
2023 Q1	$236K	Hold	6,964	–	–	0.22%	57
2022 Q4	$245K	Buy	+6,964	New	+$237K	0.23%	56
2022 Q3	–	Sell	-6,370	Closed	-$223K	–	58
2022 Q2	$223K	Sell	6,370 -1,600	-20%	-$57.9K	0.22%	53
2022 Q1	$297K	Hold	7,970	–	–	0.27%	50
2021 Q4	$285K	Buy	+7,970	New	+$269K	0.26%	57

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

AHL Investment Management's XLU Position: Q3 2025 in Review

AHL Investment Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.5% in Q3 2025, selling an estimated $29.6K and leaving 14,994 shares worth $654K. The position accounts for 0.45% of the portfolio, ranked #45.

AHL Investment Management first reported a position in XLU in Q4 2021 and has held it in 15 quarters since. The position peaked at $661K in Q3 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

AHL Investment Management held 14,994 shares of State Street Utilities Select Sector SPDR ETF worth $654K as of Q3 2025.
AHL Investment Management sold 700 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $29.6K.
State Street Utilities Select Sector SPDR ETF made up 0.45% of AHL Investment Management's portfolio in Q3 2025, its #45 holding.
AHL Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
AHL Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $661K in Q3 2024.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.