Factory Mutual Insurance’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Factory Mutual Insurance’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	$144M	Sell	3,181,400 -27,500	-0.9%	-$1.25M	1.36%	17
2026 Q1	$147M	Sell	3,208,900 -614,950	-16%	-$27.6M	1.66%	14
2025 Q4	$163M	Sell	3,823,850 -300,650	-7%	-$13.3M	1.65%	11
2025 Q3	$180M	Sell	4,124,500 -390,100	-9%	-$16.5M	1.75%	13
2025 Q2	$184M	Hold	4,514,600	–	–	2.01%	10
2025 Q1	$178M	Hold	4,514,600	–	–	2.06%	9
2024 Q4	$171M	Hold	4,514,600	–	–	1.85%	11
2024 Q3	$182M	Buy	4,514,600 +212,200	+5%	+$7.87M	1.89%	10
2024 Q2	$147M	Sell	4,302,400 -9,600	-0.2%	-$330K	1.67%	11
2024 Q1	$142M	Sell	4,312,000 -10,600	-0.2%	-$331K	1.63%	11
2023 Q4	$137M	Hold	4,322,600	–	–	1.7%	11
2023 Q3	$127M	Hold	4,322,600	–	–	1.78%	13
2023 Q2	$141M	Hold	4,322,600	–	–	2.09%	10
2023 Q1	$146M	Sell	4,322,600 -31,600	-0.7%	-$1.07M	2.29%	8
2022 Q4	$153M	Sell	4,354,200 -140,000	-3%	-$4.76M	2.32%	6
2022 Q3	$147M	Sell	4,494,200 -246,400	-5%	-$9.03M	2.42%	6
2022 Q2	$166M	Sell	4,740,600 -173,800	-4%	-$6.29M	2.73%	5
2022 Q1	$183M	Sell	4,914,400 -35,000	-0.7%	-$1.21M	2.47%	5
2021 Q4	$167M	Sell	4,949,400 -264,018	-5%	-$8.91M	2.41%	5
2021 Q3	$167M	Sell	5,213,418 -112,000	-2%	-$3.74M	2.08%	6
2021 Q2	$168M	Sell	5,325,418 -149,298	-3%	-$4.89M	2.06%	6
2021 Q1	$175M	Sell	5,474,716 -611,284	-10%	-$19M	2.24%	6
2020 Q4	$191M	Buy	+6,086,000	New	+$193M	2.58%	5
2019 Q3	–	Sell	-6,518,000	Closed	-$194M	–	130
2019 Q2	$194M	Buy	+6,518,000	New	+$191M	2.32%	7

Other funds holding XLU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Factory Mutual Insurance's XLU Position: Q2 2026 in Review

Factory Mutual Insurance reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.86% in Q2 2026, selling an estimated $1.25M and leaving 3,181,400 shares worth $144M. The position accounts for 1.36% of the portfolio, ranked #17.

Factory Mutual Insurance first reported a position in XLU in Q2 2019 and has held it in 24 quarters since. The position peaked at $194M in Q2 2019. 1,036 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Factory Mutual Insurance held 3,181,400 shares of State Street Utilities Select Sector SPDR ETF worth $144M as of Q2 2026.
Factory Mutual Insurance sold 27,500 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.25M.
State Street Utilities Select Sector SPDR ETF made up 1.36% of Factory Mutual Insurance's portfolio in Q2 2026, its #17 holding.
Factory Mutual Insurance first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 24 quarters since.
Factory Mutual Insurance's State Street Utilities Select Sector SPDR ETF position peaked at $194M in Q2 2019.
1,036 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Factory Mutual Insurance's 13F filing for Q2 2026, filed 21 Jul 2026.