Polar Asset Management Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Polar Asset Management Partners’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
2019 Q4	–	Sell	-800,000	Closed	-$25.9M	–	477
2019 Q3	$25.9M	Buy	+800,000	New	+$24.7M	0.46%	38
2019 Q2	–	Sell	-300,000	Closed	-$8.73M	–	432
2019 Q1	$8.73M	Buy	+300,000	New	+$8.34M	0.19%	130
2017 Q4	–	Sell	-50,000	Closed	-$1.33M	–	403
2017 Q3	$1.33M	Sell	50,000 -200,000	-80%	-$5.37M	0.03%	236
2017 Q2	$6.5M	Sell	250,000 -340,000	-58%	-$8.93M	0.15%	130
2017 Q1	$15.1M	Buy	590,000 +260,000	+79%	+$6.49M	0.38%	53
2016 Q4	$8.01M	Sell	330,000 -120,000	-27%	-$2.87M	0.22%	97
2016 Q3	$11M	Buy	450,000 +240,000	+114%	+$6.09M	0.34%	73
2016 Q2	$5.51M	Sell	210,000 -30,000	-13%	-$739K	0.22%	116
2016 Q1	$5.95M	Buy	+240,000	New	+$5.54M	0.25%	97
2014 Q3	–	Sell	-300,000	Closed	-$6.64M	–	265
2014 Q2	$6.64M	Buy	+300,000	New	+$6.38M	0.35%	77

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Polar Asset Management Partners's XLU Position: Q3 2025 in Review

Polar Asset Management Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 16,216 shares — an estimated $662K sold.

Polar Asset Management Partners first reported a position in XLU in Q1 2020 and held it in 2 quarters. The position peaked at $1.45M in Q1 2020. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Polar Asset Management Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Polar Asset Management Partners sold 16,216 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $662K.
Polar Asset Management Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and held it in 2 quarters.
Polar Asset Management Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.45M in Q1 2020.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Polar Asset Management Partners's 13F filing for Q3 2025, filed 14 Nov 2025.