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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$303K Buy
6,601
+1,632
+33% +$73.2K 0.1% 102
2025
Q4
$212K Buy
+4,969
New +$220K 0.06% 119

Other funds holding XLU

TigerOak Management's XLU Position: Q1 2026 in Review

TigerOak Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 33% in Q1 2026, buying an estimated $73.2K and bringing the position to 6,601 shares worth $303K. The position accounts for 0.1% of the portfolio, ranked #102.

TigerOak Management first reported a position in XLU in Q4 2025 and has held it in 2 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • TigerOak Management held 6,601 shares of State Street Utilities Select Sector SPDR ETF worth $303K as of Q1 2026.
  • TigerOak Management bought 1,632 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $73.2K.
  • State Street Utilities Select Sector SPDR ETF made up 0.1% of TigerOak Management's portfolio in Q1 2026, its #102 holding.
  • TigerOak Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on TigerOak Management's 13F filing for Q1 2026, filed 21 Apr 2026.