Two Sigma Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Two Sigma Investments’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 Q4	–	Sell	-174,240	Closed	-$7.6M	–	4476
2025 Q3	$7.6M	Buy	+174,240	New	+$7.37M	0.01%	1134
2025 Q2	–	Sell	-3,407,400	Closed	-$134M	–	3591
2025 Q1	$134M	Sell	3,407,400 -911,000	-21%	-$35.6M	0.29%	75
2024 Q4	$163M	Buy	+4,318,400	New	+$171M	0.36%	57
2024 Q2	–	Sell	-12,400	Closed	-$407K	–	3377
2024 Q1	$407K	Sell	12,400 -51,076	-80%	-$1.59M	﹤0.01%	2427
2023 Q4	$2.01M	Sell	63,476 -6,431,524	-99%	-$197M	﹤0.01%	1544
2023 Q3	$191M	Buy	6,495,000 +496,800	+8%	+$16M	0.51%	31
2023 Q2	$196M	Buy	5,998,200 +5,193,904	+646%	+$175M	0.49%	31
2023 Q1	$27.2M	Buy	+804,296	New	+$27.3M	0.08%	298
2022 Q2	–	Sell	-27,876	Closed	-$1.01M	–	2988
2022 Q1	$1.04M	Buy	27,876 +20,456	+276%	+$709K	﹤0.01%	1687
2021 Q4	$266K	Buy	+7,420	New	+$250K	﹤0.01%	3725
2021 Q3	–	Sell	-662,868	Closed	-$21M	–	4786
2021 Q2	$21M	Sell	662,868 -3,331,252	-83%	-$109M	0.05%	475
2021 Q1	$128M	Sell	3,994,120 -108,940	-3%	-$3.38M	0.33%	55
2020 Q4	$129M	Buy	4,103,060 +866,860	+27%	+$27.4M	0.37%	60
2020 Q3	$96.1M	Buy	3,236,200 +1,930,542	+148%	+$57.3M	0.34%	62
2020 Q2	$36.8M	Buy	1,305,658 +862,220	+194%	+$24.9M	0.18%	115
2020 Q1	$12.3M	Sell	443,438 -3,628,620	-89%	-$116M	0.1%	211
2019 Q4	$132M	Buy	4,072,058 +4,047,718	+16,630%	+$129M	0.4%	46
2019 Q3	$788K	Sell	24,340 -70,264	-74%	-$2.17M	﹤0.01%	2183
2019 Q2	$2.82M	Sell	94,604 -2,146,998	-96%	-$63.1M	0.01%	1218
2019 Q1	$65.2M	Sell	2,241,602 -3,451,664	-61%	-$96M	0.21%	110
2018 Q4	$151M	Buy	5,693,266 +482,304	+9%	+$13.1M	0.59%	13
2018 Q3	$137M	Buy	5,210,962 +507,790	+11%	+$13.5M	0.37%	45
2018 Q2	$122M	Sell	4,703,172 -158,184	-3%	-$3.98M	0.36%	39
2018 Q1	$123M	Sell	4,861,356 -920,870	-16%	-$23M	0.41%	37
2017 Q4	$152M	Buy	5,782,226 +42,084	+0.7%	+$1.15M	0.5%	17
2017 Q3	$152M	Buy	5,740,142 +3,425,142	+148%	+$91.9M	0.54%	20
2017 Q2	$60.1M	Sell	2,315,000 -823,560	-26%	-$21.6M	0.22%	112
2017 Q1	$80.5M	Buy	3,138,560 +3,055,900	+3,697%	+$76.3M	0.27%	69
2016 Q4	$2.01M	Buy	+82,660	New	+$1.97M	0.01%	1487
2016 Q3	–	Sell	-86,320	Closed	-$2.27M	–	3428
2016 Q2	$2.27M	Buy	86,320 +64,640	+298%	+$1.59M	0.01%	1188
2016 Q1	$538K	Buy	+21,680	New	+$500K	﹤0.01%	2010
2015 Q3	–	Sell	-973,400	Closed	-$20.2M	–	2811
2015 Q2	$20.2M	Sell	973,400 -687,818	-41%	-$15.1M	0.09%	269
2015 Q1	$36.9M	Buy	+1,661,218	New	+$38.4M	0.17%	160
2014 Q3	–	Sell	-95,596	Closed	-$2.12M	–	2098
2014 Q2	$2.12M	Buy	95,596 +65,968	+223%	+$1.4M	0.01%	1003
2014 Q1	$614K	Buy	29,628 +13,628	+85%	+$269K	﹤0.01%	1400
2013 Q4	$304K	Buy	+16,000	New	+$306K	﹤0.01%	1875

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

Two Sigma Investments's XLU Position: Q4 2025 in Review

Two Sigma Investments sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 174,240 shares — an estimated $7.6M sold.

Two Sigma Investments first reported a position in XLU in Q4 2013 and held it in 36 quarters. The position peaked at $196M in Q2 2023. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Two Sigma Investments reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Two Sigma Investments sold 174,240 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $7.6M.
Two Sigma Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and held it in 36 quarters.
Two Sigma Investments's State Street Utilities Select Sector SPDR ETF position peaked at $196M in Q2 2023.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.