Headlands Technologies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Headlands Technologies’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	-11,095	Closed	-$474K	–	1016
2025 Q4	$474K	Buy	+11,095	New	+$491K	0.04%	412
2025 Q3	–	Sell	-2,194	Closed	-$89.6K	–	1319
2025 Q2	$89.6K	Buy	+2,194	New	+$87.4K	0.01%	655
2024 Q3	–	Sell	-3,992	Closed	-$136K	–	1592
2024 Q2	$136K	Sell	3,992 -108	-3%	-$3.71K	0.01%	560
2024 Q1	$135K	Sell	4,100 -25,680	-86%	-$802K	0.03%	471
2023 Q4	$943K	Buy	+29,780	New	+$911K	0.28%	79
2023 Q1	–	Sell	-81,962	Closed	-$2.89M	–	797
2022 Q4	$2.89M	Buy	+81,962	New	+$2.79M	2.29%	3

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

Headlands Technologies's XLU Position: Q1 2026 in Review

Headlands Technologies sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 11,095 shares — an estimated $474K sold.

Headlands Technologies first reported a position in XLU in Q4 2022 and held it in 6 quarters. The position peaked at $2.89M in Q4 2022. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Headlands Technologies reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Headlands Technologies sold 11,095 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $474K.
Headlands Technologies first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 6 quarters.
Headlands Technologies's State Street Utilities Select Sector SPDR ETF position peaked at $2.89M in Q4 2022.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Headlands Technologies's 13F filing for Q1 2026, filed 13 May 2026.