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
2022 Q3	–	Sell	-30,800	Closed	-$1.08M	–	2879
2022 Q2	$1.08M	Buy	+30,800	New	+$1.11M	﹤0.01%	1506
2022 Q1	–	Sell	-56,000	Closed	-$2M	–	4505
2021 Q4	$2M	Buy	+56,000	New	+$1.89M	﹤0.01%	1918
2021 Q3	–	Sell	-12,800	Closed	-$405K	–	4785
2021 Q2	$405K	Sell	12,800 -20,000	-61%	-$655K	﹤0.01%	3272
2021 Q1	$1.05M	Sell	32,800 -69,800	-68%	-$2.17M	﹤0.01%	2268
2020 Q4	$3.22M	Buy	102,600 +29,000	+39%	+$918K	0.01%	1189
2020 Q3	$2.19M	Buy	+73,600	New	+$2.18M	0.01%	1241
2020 Q2	–	Sell	-510,000	Closed	-$14.1M	–	3597
2020 Q1	$14.1M	Buy	510,000 +446,000	+697%	+$14.3M	0.12%	181
2019 Q4	$2.07M	Sell	64,000 -294,600	-82%	-$9.36M	0.01%	1557
2019 Q3	$11.6M	Buy	358,600 +6,600	+2%	+$204K	0.04%	502
2019 Q2	$10.5M	Buy	352,000 +134,000	+61%	+$3.94M	0.04%	578
2019 Q1	$6.34M	Sell	218,000 -288,400	-57%	-$8.02M	0.02%	852
2018 Q4	$13.4M	Buy	506,400 +101,200	+25%	+$2.75M	0.05%	452
2018 Q3	$10.7M	Sell	405,200 -181,000	-31%	-$4.81M	0.03%	615
2018 Q2	$15.2M	Buy	586,200 +538,400	+1,126%	+$13.5M	0.05%	505
2018 Q1	$1.21M	Buy	+47,800	New	+$1.19M	﹤0.01%	1870

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.