Steve Schonfeld’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Steve Schonfeld’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
2026 Q2	–	Sell	-2,536	Closed	-$116K	–	3063
2026 Q1	$116K	Buy	2,536 +2,534	+126,700%	+$114K	﹤0.01%	1858
2025 Q4	$85	Sell	2 -184,870	-100%	-$8.19M	﹤0.01%	1984
2025 Q3	$8.06M	Sell	184,872 -30,998	-14%	-$1.31M	0.05%	417
2025 Q2	$8.81M	Buy	215,870 +183,268	+562%	+$7.3M	0.06%	375
2025 Q1	$1.29M	Sell	32,602 -36,812	-53%	-$1.44M	0.01%	1175
2024 Q4	$2.63M	Buy	69,414 +69,412	+3,470,600%	+$2.75M	0.02%	728
2024 Q3	$80	Sell	2 -76,444	-100%	-$2.84M	﹤0.01%	1987
2024 Q2	$2.6M	Buy	76,446 +67,970	+802%	+$2.33M	0.02%	791
2024 Q1	$278K	Sell	8,476 -39,368	-82%	-$1.23M	﹤0.01%	1678
2023 Q4	$1.51M	Buy	47,844 +12,776	+36%	+$391K	0.01%	894
2023 Q3	$1.03M	Sell	35,068 -105,338	-75%	-$3.4M	0.01%	1014
2023 Q2	$4.59M	Buy	140,406 +103,682	+282%	+$3.49M	0.04%	512
2023 Q1	$1.24M	Sell	36,724 -165,156	-82%	-$5.6M	0.01%	864
2022 Q4	$7.12M	Buy	201,880 +201,878	+10,093,900%	+$6.86M	0.06%	385
2022 Q3	$0	Buy	+2	New	+$73	﹤0.01%	3201
2022 Q2	–	Sell	-8,434	Closed	-$305K	–	3059
2022 Q1	$314K	Sell	8,434 -27,766	-77%	-$963K	﹤0.01%	1669
2021 Q4	$1.3M	Buy	36,200 +33,518	+1,250%	+$1.13M	0.01%	819
2021 Q3	$86K	Sell	2,682 -1,280	-32%	-$42.8K	﹤0.01%	1959
2021 Q2	$125K	Buy	+3,962	New	+$130K	﹤0.01%	1766
2020 Q4	–	Sell	-27,742	Closed	-$824K	–	1918
2020 Q3	$824K	Buy	+27,742	New	+$823K	0.02%	754
2019 Q3	–	Sell	-47,226	Closed	-$1.38M	–	1275
2019 Q2	$1.38M	Sell	47,226 -202,760	-81%	-$5.96M	0.05%	370
2019 Q1	$7.27M	Sell	249,986 -422,464	-63%	-$11.7M	0.25%	106
2018 Q4	$17.8M	Buy	672,450 +645,988	+2,441%	+$17.6M	0.68%	15
2018 Q3	$697K	Sell	26,462 -165,660	-86%	-$4.4M	0.03%	511
2018 Q2	$4.99M	Buy	+192,122	New	+$4.83M	0.27%	118
2018 Q1	–	Sell	-69,306	Closed	-$1.83M	–	995
2017 Q4	$1.83M	Buy	+69,306	New	+$1.9M	0.15%	192

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steve Schonfeld's XLU Position: Q2 2026 in Review

Steve Schonfeld sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 2,536 shares — an estimated $116K sold.

Steve Schonfeld first reported a position in XLU in Q4 2017 and held it in 26 quarters. The position peaked at $17.8M in Q4 2018. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Steve Schonfeld reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Steve Schonfeld sold 2,536 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $116K.
Steve Schonfeld first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and held it in 26 quarters.
Steve Schonfeld's State Street Utilities Select Sector SPDR ETF position peaked at $17.8M in Q4 2018.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.