O'Shaughnessy Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
O'Shaughnessy Asset Management's XLU Position: Q2 2026 in Review
O'Shaughnessy Asset Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 21% in Q2 2026, selling an estimated $620K and leaving 50,286 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #861.
O'Shaughnessy Asset Management first reported a position in XLU in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.94M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- O'Shaughnessy Asset Management held 50,286 shares of State Street Utilities Select Sector SPDR ETF worth $2.28M as of Q2 2026.
- O'Shaughnessy Asset Management sold 13,688 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $620K.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #861 holding.
- O'Shaughnessy Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
- O'Shaughnessy Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.94M in Q1 2026.
- 1,584 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.