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: Q1 2026 in Review
O'Shaughnessy Asset Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 101% in Q1 2026, buying an estimated $1.44M and bringing the position to 63,974 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #710.
O'Shaughnessy Asset Management first reported a position in XLU in Q4 2021 and has held it in 16 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- O'Shaughnessy Asset Management held 63,974 shares of State Street Utilities Select Sector SPDR ETF worth $2.94M as of Q1 2026.
- O'Shaughnessy Asset Management bought 32,172 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.44M.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #710 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 16 quarters since.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.