Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$13.4M Buy
295,164
+133,431
+83% +$6.04M 0.02% 535
2026
Q1 		$7.42M Sell
161,733
-1,138,269
-88% -$51.1M 0.01% 644
2025
Q4 		$55.5M Sell
1,300,002
-126,000
-9% -$5.58M 0.09% 178
2025
Q3 		$62.2M Sell
1,426,002
-719,872
-34% -$30.5M 0.11% 155
2025
Q2 		$87.6M Sell
2,145,874
-2,574,126
-55% -$103M 0.17% 116
2025
Q1 		$186M Sell
4,720,000
-1,400,000
-23% -$54.7M 0.4% 54
2024
Q4 		$232M Sell
6,120,000
-528,000
-8% -$21M 0.49% 39
2024
Q3 		$269M Buy
6,648,000
+400,000
+6% +$14.8M 0.64% 33
2024
Q2 		$213M Hold
6,248,000
– – 0.61% 32
2024
Q1 		$205M Hold
6,248,000
– – 0.69% 30
2023
Q4 		$198M Hold
6,248,000
– – 0.68% 29
2023
Q3 		$184M Hold
6,248,000
– – 0.81% 21
2023
Q2 		$204M Hold
6,248,000
– – 0.89% 19
2023
Q1 		$211M Sell
6,248,000
-167,182
-3% -$5.67M 1.15% 18
2022
Q4 		$226M Buy
6,415,182
+1,221,382
+24% +$41.5M 1.11% 16
2022
Q3 		$170M Sell
5,193,800
-1,489,224
-22% -$54.6M 0.83% 20
2022
Q2 		$234M Buy
6,683,024
+773,342
+13% +$28M 1.04% 16
2022
Q1 		$220M Sell
5,909,682
-2,747,000
-32% -$95.2M 0.76% 18
2021
Q4 		$310M Buy
8,656,682
+1,591,022
+23% +$53.7M 0.66% 25
2021
Q3 		$226M Buy
7,065,660
+23,762
+0.3% +$794K 0.55% 28
2021
Q2 		$223M Buy
7,041,898
+276,498
+4% +$9.05M 0.49% 35
2021
Q1 		$217M Sell
6,765,400
-2,202,782
-25% -$68.3M 0.53% 31
2020
Q4 		$281M Buy
8,968,182
+5,961,886
+198% +$189M 0.75% 21
2020
Q3 		$89.3M Sell
3,006,296
-933,104
-24% -$27.7M 0.67% 29
2020
Q2 		$111M Sell
3,939,400
-498,014
-11% -$14.4M 0.89% 21
2020
Q1 		$123M Sell
4,437,414
-5,401,368
-55% -$173M 1.32% 10
2019
Q4 		$318M Buy
+9,838,782
New +$313M 1.37% 13

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's XLU Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 83% in Q2 2026, buying an estimated $6.04M and bringing the position to 295,164 shares worth $13.4M. The position accounts for 0.02% of the portfolio, ranked #535.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in XLU in Q4 2019 and has held it in 27 quarters since. The position peaked at $318M in Q4 2019. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 295,164 shares of State Street Utilities Select Sector SPDR ETF worth $13.4M as of Q2 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 133,431 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $6.04M.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #535 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's State Street Utilities Select Sector SPDR ETF position peaked at $318M in Q4 2019.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.