John Overdeck’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

John Overdeck’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
2022 Q3	–	Sell	-30,800	Closed	-$1.08M	–	2879
2022 Q2	$1.08M	Buy	+30,800	New	+$1.11M	﹤0.01%	1506
2022 Q1	–	Sell	-56,000	Closed	-$2M	–	4505
2021 Q4	$2M	Buy	+56,000	New	+$1.89M	﹤0.01%	1918
2021 Q3	–	Sell	-12,800	Closed	-$405K	–	4785
2021 Q2	$405K	Sell	12,800 -20,000	-61%	-$655K	﹤0.01%	3272
2021 Q1	$1.05M	Sell	32,800 -69,800	-68%	-$2.17M	﹤0.01%	2268
2020 Q4	$3.22M	Buy	102,600 +29,000	+39%	+$918K	0.01%	1189
2020 Q3	$2.19M	Buy	+73,600	New	+$2.18M	0.01%	1241
2020 Q2	–	Sell	-510,000	Closed	-$14.1M	–	3597
2020 Q1	$14.1M	Buy	510,000 +446,000	+697%	+$14.3M	0.12%	181
2019 Q4	$2.07M	Sell	64,000 -294,600	-82%	-$9.36M	0.01%	1557
2019 Q3	$11.6M	Buy	358,600 +6,600	+2%	+$204K	0.04%	502
2019 Q2	$10.5M	Buy	352,000 +134,000	+61%	+$3.94M	0.04%	578
2019 Q1	$6.34M	Sell	218,000 -288,400	-57%	-$8.02M	0.02%	852
2018 Q4	$13.4M	Buy	506,400 +101,200	+25%	+$2.75M	0.05%	452
2018 Q3	$10.7M	Sell	405,200 -181,000	-31%	-$4.81M	0.03%	615
2018 Q2	$15.2M	Buy	586,200 +538,400	+1,126%	+$13.5M	0.05%	505
2018 Q1	$1.21M	Buy	+47,800	New	+$1.19M	﹤0.01%	1870

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

John Overdeck's XLU Position: Q2 2026 in Review

John Overdeck opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 542,815 shares worth $24.6M. The stake represents 0.02% of the portfolio and ranks #921 among its holdings. This is a return to the name: John Overdeck previously reported a position in XLU as recently as Q3 2025.

John Overdeck first reported a position in XLU in Q4 2013 and has held it in 37 quarters since. The position peaked at $196M in Q2 2023. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

John Overdeck held 542,815 shares of State Street Utilities Select Sector SPDR ETF worth $24.6M as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new John Overdeck position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.02% of John Overdeck's portfolio in Q2 2026, its #921 holding.
John Overdeck first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and has held it in 37 quarters since.
John Overdeck's State Street Utilities Select Sector SPDR ETF position peaked at $196M in Q2 2023.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.