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

Tortoise Investment 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
2013
Q4 		– Sell
-2,800
Closed -$1K – 386
2013
Q3 		$1K Sell
2,800
-200
-7% -$3.81K ﹤0.01% 349
2013
Q2 		$2K Buy
+3,000
New +$58.8K ﹤0.01% 336

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tortoise Investment Management's XLU Position: Q4 2025 in Review

Tortoise Investment Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 1,832 shares — an estimated $79.9K sold.

Tortoise Investment Management first reported a position in XLU in Q2 2013 and held it in 50 quarters. The position peaked at $1.08M in Q2 2013. 1,528 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

  • Tortoise Investment Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1,832 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $79.9K.
  • Tortoise Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 50 quarters.
  • Tortoise Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.08M in Q2 2013.
  • 1,528 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.