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

Sculptor Capital’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
2017 Q2	–	Sell	-600,000	Closed	-$15.4M	–	407
2017 Q1	$15.4M	Buy	+600,000	New	+$15M	0.09%	116
2016 Q3	–	Sell	-1,962,400	Closed	-$51.5M	–	392
2016 Q2	$51.5M	Buy	+1,962,400	New	+$48.4M	0.3%	81
2013 Q3	–	Sell	-4,066,000	Closed	-$76.5M	–	763
2013 Q2	$76.5M	Buy	+4,066,000	New	+$79.7M	0.24%	126

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sculptor Capital's XLU Position: Q4 2025 in Review

Sculptor Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 197,420 shares — an estimated $8.61M sold.

Sculptor Capital first reported a position in XLU in Q2 2013 and held it in 3 quarters. The position peaked at $9.05M in Q2 2013. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Sculptor Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Sculptor Capital sold 197,420 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $8.61M.
Sculptor Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 3 quarters.
Sculptor Capital's State Street Utilities Select Sector SPDR ETF position peaked at $9.05M in Q2 2013.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Sculptor Capital's 13F filing for Q4 2025, filed 13 Feb 2026.