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

TD Asset Management’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
2025 Q2	–	Sell	-5,416	Closed	-$214K	–	1261
2025 Q1	$214K	Sell	5,416 -194	-3%	-$7.58K	﹤0.01%	1194
2024 Q4	$212K	Buy	+5,610	New	+$223K	﹤0.01%	1225
2024 Q1	–	Sell	-599,200	Closed	-$19M	–	1441
2023 Q4	$19M	Hold	599,200	–	–	0.02%	488
2023 Q3	$17.7M	Sell	599,200 -3,916,360	-87%	-$126M	0.02%	455
2023 Q2	$148M	Buy	4,515,560 +4,118,160	+1,036%	+$139M	0.17%	109
2023 Q1	$13.5M	Sell	397,400 -1,303,750	-77%	-$44.2M	0.02%	526
2022 Q4	$60M	Hold	1,701,150	–	–	0.07%	218
2022 Q3	$56.8M	Sell	1,701,150 -250,386	-13%	-$9.17M	0.07%	216
2022 Q2	$68.4M	Sell	1,951,536 -352,400	-15%	-$12.8M	0.08%	197
2022 Q1	$85.8M	Buy	2,303,936 +1,659,936	+258%	+$57.5M	0.08%	194
2021 Q4	$23M	Buy	644,000 +41,794	+7%	+$1.41M	0.02%	482
2021 Q3	$19.2M	Sell	602,206 -41,794	-6%	-$1.4M	0.02%	486
2021 Q2	$21.2M	Buy	+644,000	New	+$21.1M	0.02%	472
2021 Q1	–	Sell	-230,200	Closed	-$7.22M	–	1551
2020 Q4	$7.22M	Sell	230,200 -369,000	-62%	-$11.7M	0.01%	694
2020 Q3	$17.8M	Buy	+599,200	New	+$17.8M	0.02%	418
2020 Q2	–	Sell	-829,600	Closed	-$23M	–	1430
2020 Q1	$23M	Buy	+829,600	New	+$26.5M	0.04%	306
2019 Q4	–	Sell	-684,000	Closed	-$22.1M	–	1425
2019 Q3	$22.1M	Buy	+684,000	New	+$21.1M	0.03%	351
2017 Q4	–	Sell	-4,800,000	Closed	-$127M	–	1359
2017 Q3	$127M	Buy	4,800,000 +3,514,000	+273%	+$94.3M	0.19%	101
2017 Q2	$33.4M	Hold	1,286,000	–	–	0.05%	274
2017 Q1	$33M	Sell	1,286,000 -680,000	-35%	-$17M	0.05%	280
2016 Q4	$47.7M	Buy	+1,966,000	New	+$46.9M	0.08%	205
2016 Q3	–	Sell	-104,200	Closed	-$2.73M	–	1412
2016 Q2	$2.73M	Buy	+104,200	New	+$2.57M	0.01%	799
2015 Q2	–	Sell	-207,600	Closed	-$4.61M	–	1428
2015 Q1	$4.61M	Hold	207,600	–	–	0.01%	686
2014 Q4	$4.9M	Sell	207,600 -154,600	-43%	-$3.5M	0.01%	671
2014 Q3	$7.62M	Hold	362,200	–	–	0.01%	532
2014 Q2	$8.02M	Sell	362,200 -269,600	-43%	-$5.73M	0.01%	522
2014 Q1	$13.1M	Hold	631,800	–	–	0.02%	410
2013 Q4	$12M	Sell	631,800 -67,800	-10%	-$1.3M	0.02%	405
2013 Q3	$13.1M	Sell	699,600 -49,400	-7%	-$941K	0.03%	379
2013 Q2	$14.1M	Buy	+749,000	New	+$14.7M	0.03%	340

Other funds holding XLU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MMH

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TD Asset Management's XLU Position: Q2 2025 in Review

TD Asset Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 5,416 shares — an estimated $214K sold.

TD Asset Management first reported a position in XLU in Q2 2013 and held it in 30 quarters. The position peaked at $148M in Q2 2023. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

TD Asset Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
TD Asset Management sold 5,416 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $214K.
TD Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 30 quarters.
TD Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $148M in Q2 2023.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on TD Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.