Atom Investors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Atom Investors’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 Q1	–	Sell	-266,557	Closed	-$11.4M	–	868
2025 Q4	$11.4M	Buy	266,557 +193,217	+263%	+$8.56M	0.9%	7
2025 Q3	$3.2M	Buy	73,340 +9,098	+14%	+$385K	0.24%	117
2025 Q2	$2.62M	Sell	64,242 -28,310	-31%	-$1.13M	0.23%	124
2025 Q1	$3.65M	Buy	92,552 +55,118	+147%	+$2.15M	0.45%	61
2024 Q4	$1.42M	Buy	+37,434	New	+$1.49M	0.18%	167
2024 Q3	–	Sell	-25,538	Closed	-$870K	–	624
2024 Q2	$870K	Sell	25,538 -23,630	-48%	-$812K	0.09%	272
2024 Q1	$1.61M	Buy	+49,168	New	+$1.53M	0.2%	164
2023 Q4	–	Sell	-52,780	Closed	-$1.56M	–	564
2023 Q3	$1.56M	Buy	+52,780	New	+$1.7M	0.35%	88
2023 Q2	–	Sell	-31,010	Closed	-$1.05M	–	385
2023 Q1	$1.05M	Buy	31,010 +23,082	+291%	+$782K	0.57%	40
2022 Q4	$279K	Sell	7,928 -29,262	-79%	-$995K	0.14%	144
2022 Q3	$1.22M	Sell	37,190 -5,702	-13%	-$209K	0.43%	70
2022 Q2	$1.5M	Buy	+42,892	New	+$1.55M	0.66%	42
2021 Q1	–	Sell	-331,502	Closed	-$10.4M	–	440
2020 Q4	$10.4M	Buy	331,502 +11,800	+4%	+$373K	1.05%	24
2020 Q3	$9.49M	Buy	+319,702	New	+$9.49M	0.9%	26

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Atom Investors's XLU Position: Q1 2026 in Review

Atom Investors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 266,557 shares — an estimated $11.4M sold.

Atom Investors first reported a position in XLU in Q3 2020 and held it in 14 quarters. The position peaked at $11.4M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Atom Investors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Atom Investors sold 266,557 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $11.4M.
Atom Investors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and held it in 14 quarters.
Atom Investors's State Street Utilities Select Sector SPDR ETF position peaked at $11.4M in Q4 2025.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.