D.E. Shaw & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

D.E. Shaw & Co’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	$2.28M	Sell	49,592 -219,179	-82%	-$9.83M	﹤0.01%	2823
2025 Q4	$11.5M	Buy	268,771 +152,493	+131%	+$6.75M	0.01%	1631
2025 Q3	$5.07M	Sell	116,278 -557,330	-83%	-$23.6M	﹤0.01%	2197
2025 Q2	$27.5M	Sell	673,608 -165,720	-20%	-$6.6M	0.02%	853
2025 Q1	$33.1M	Sell	839,328 -1,296,776	-61%	-$50.7M	0.03%	663
2024 Q4	$80.8M	Buy	2,136,104 +1,654,400	+343%	+$65.7M	0.06%	392
2024 Q3	$19.5M	Sell	481,704 -2,181,770	-82%	-$80.9M	0.02%	1007
2024 Q2	$90.7M	Sell	2,663,474 -4,798,656	-64%	-$165M	0.08%	282
2024 Q1	$245M	Buy	7,462,130 +4,350,942	+140%	+$136M	0.21%	102
2023 Q4	$98.5M	Buy	3,111,188 +2,147,188	+223%	+$65.6M	0.09%	277
2023 Q3	$28.4M	Buy	964,000 +704,700	+272%	+$22.7M	0.03%	665
2023 Q2	$8.48M	Sell	259,300 -2,691,252	-91%	-$90.6M	0.01%	1473
2023 Q1	$99.9M	Buy	+2,950,552	New	+$100M	0.11%	224
2022 Q4	–	Sell	-1,140,600	Closed	-$37.4M	–	5165
2022 Q3	$37.4M	Sell	1,140,600 -1,536,200	-57%	-$56.3M	0.04%	517
2022 Q2	$93.9M	Buy	+2,676,800	New	+$96.9M	0.11%	201
2021 Q1	–	Sell	-113,600	Closed	-$3.56M	–	4541
2020 Q4	$3.56M	Buy	+113,600	New	+$3.59M	﹤0.01%	2131
2020 Q2	–	Sell	-2,400,000	Closed	-$66.5M	–	4291
2020 Q1	$66.5M	Buy	+2,400,000	New	+$76.8M	0.1%	225
2019 Q4	–	Sell	-1,400,000	Closed	-$45.3M	–	4209
2019 Q3	$45.3M	Buy	+1,400,000	New	+$43.2M	0.06%	408
2018 Q4	–	Sell	-11,956	Closed	-$315K	–	4028
2018 Q3	$315K	Sell	11,956 -623,514	-98%	-$16.6M	﹤0.01%	3337
2018 Q2	$16.5M	Buy	+635,470	New	+$16M	0.02%	828

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

D.E. Shaw & Co's XLU Position: Q1 2026 in Review

D.E. Shaw & Co reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 82% in Q1 2026, selling an estimated $9.83M and leaving 49,592 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

D.E. Shaw & Co first reported a position in XLU in Q2 2018 and has held it in 20 quarters since. The position peaked at $245M in Q1 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

D.E. Shaw & Co held 49,592 shares of State Street Utilities Select Sector SPDR ETF worth $2.28M as of Q1 2026.
D.E. Shaw & Co sold 219,179 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $9.83M.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #2823 holding.
D.E. Shaw & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and has held it in 20 quarters since.
D.E. Shaw & Co's State Street Utilities Select Sector SPDR ETF position peaked at $245M in Q1 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.