Prudential Financial
XLU icon

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

Prudential Financial’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
2024
Q4 		– Sell
-247,052
Closed -$9.98M – 2773
2024
Q3 		$9.98M Sell
247,052
-7,684
-3% -$285K 0.01% 688
2024
Q2 		$8.68M Sell
254,736
-295,512
-54% -$10.1M 0.01% 698
2024
Q1 		$18.1M Sell
550,248
-945,304
-63% -$29.5M 0.03% 476
2023
Q4 		$47.4M Buy
1,495,552
+634,640
+74% +$19.4M 0.07% 234
2023
Q3 		$25.4M Sell
860,912
-437,864
-34% -$14.1M 0.04% 377
2023
Q2 		$42.5M Buy
1,298,776
+434,260
+50% +$14.6M 0.06% 277
2023
Q1 		$29.8M Buy
864,516
+663,934
+331% +$22.5M 0.05% 345
2022
Q4 		$7.07M Sell
200,582
-1,340,936
-87% -$45.6M 0.01% 736
2022
Q3 		$51.3M Buy
1,541,518
+916,790
+147% +$33.6M 0.09% 229
2022
Q2 		$21.8M Buy
624,728
+377,760
+153% +$13.7M 0.03% 434
2022
Q1 		$9.19M Sell
246,968
-417,560
-63% -$14.5M 0.01% 739
2021
Q4 		$23.7M Sell
664,528
-84,150
-11% -$2.84M 0.03% 460
2021
Q3 		$24M Sell
748,678
-207,896
-22% -$6.95M 0.03% 433
2021
Q2 		$30.2M Buy
956,574
+917,930
+2,375% +$30M 0.04% 384
2021
Q1 		$1.24M Buy
38,644
+8,916
+30% +$277K ﹤0.01% 1719
2020
Q4 		$932K Sell
29,728
-5,404
-15% -$171K ﹤0.01% 1781
2020
Q3 		$1.04M Sell
35,132
-3,566
-9% -$106K ﹤0.01% 1623
2020
Q2 		$1.09M Buy
38,698
+6,768
+21% +$195K ﹤0.01% 1607
2020
Q1 		$884K Buy
+31,930
New +$1.02M ﹤0.01% 1733
2018
Q2 		– Sell
-15,700
Closed -$397K – 2470
2018
Q1 		$397K Buy
+15,700
New +$392K ﹤0.01% 2070
2017
Q3 		– Sell
-20,000
Closed -$520K – 2377
2017
Q2 		$520K Buy
20,000
+7,800
+64% +$205K ﹤0.01% 2017
2017
Q1 		$313K Buy
+12,200
New +$305K ﹤0.01% 2129
2013
Q3 		– Sell
-368,000
Closed -$6.92M – 2313
2013
Q2 		$6.92M Buy
+368,000
New +$7.21M 0.02% 763

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential Financial's XLU Position: Q4 2024 in Review

Prudential Financial sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 247,052 shares — an estimated $9.98M sold.

Prudential Financial first reported a position in XLU in Q2 2013 and held it in 23 quarters. The position peaked at $51.3M in Q3 2022. 1,362 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

  • Prudential Financial reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 247,052 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $9.98M.
  • Prudential Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 23 quarters.
  • Prudential Financial's State Street Utilities Select Sector SPDR ETF position peaked at $51.3M in Q3 2022.
  • 1,362 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.