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

Optiver Holding’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
2025 Q4	–	Sell	-960	Closed	-$41.9K	–	3069
2025 Q3	$41.9K	Buy	+960	New	+$40.6K	﹤0.01%	809
2024 Q2	–	Sell	-15,516	Closed	-$509K	–	1029
2024 Q1	$509K	Buy	+15,516	New	+$484K	﹤0.01%	444
2023 Q4	–	Sell	-2,792	Closed	-$82.3K	–	619
2023 Q3	$82.3K	Buy	+2,792	New	+$90K	﹤0.01%	448
2022 Q3	–	Sell	-16,830	Closed	-$590K	–	461
2022 Q2	$590K	Sell	16,830 -5,946	-26%	-$215K	﹤0.01%	248
2022 Q1	$848K	Buy	+22,776	New	+$790K	﹤0.01%	224

Other funds holding XLU

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Optiver Holding's XLU Position: Q4 2025 in Review

Optiver Holding sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 960 shares — an estimated $41.9K sold.

Optiver Holding first reported a position in XLU in Q1 2022 and held it in 5 quarters. The position peaked at $848K in Q1 2022. 1,533 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Optiver Holding reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Optiver Holding sold 960 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $41.9K.
Optiver Holding first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 5 quarters.
Optiver Holding's State Street Utilities Select Sector SPDR ETF position peaked at $848K in Q1 2022.
1,533 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Optiver Holding's 13F filing for Q4 2025, filed 17 Feb 2026.