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	–	2880
2022 Q2	$1.08M	Sell	30,800 -249,200	-89%	-$9.02M	﹤0.01%	1507
2022 Q1	$10.4M	Buy	280,000 +201,000	+254%	+$6.97M	0.03%	593
2021 Q4	$2.83M	Buy	+79,000	New	+$2.67M	0.01%	1616
2021 Q3	–	Sell	-40,000	Closed	-$1.26M	–	4787
2021 Q2	$1.26M	Sell	40,000 -8,000	-17%	-$262K	﹤0.01%	2274
2021 Q1	$1.54M	Sell	48,000 -138,200	-74%	-$4.29M	﹤0.01%	1917
2020 Q4	$5.84M	Buy	186,200 +83,800	+82%	+$2.65M	0.02%	841
2020 Q3	$3.04M	Buy	+102,400	New	+$3.04M	0.01%	1059
2020 Q2	–	Sell	-514,400	Closed	-$14.3M	–	3598
2020 Q1	$14.3M	Buy	514,400 +420,200	+446%	+$13.4M	0.12%	177
2019 Q4	$3.04M	Sell	94,200 -414,200	-81%	-$13.2M	0.01%	1272
2019 Q3	$16.5M	Buy	508,400 +36,400	+8%	+$1.12M	0.06%	397
2019 Q2	$14.1M	Buy	472,000 +224,000	+90%	+$6.58M	0.05%	455
2019 Q1	$7.21M	Sell	248,000 -550,400	-69%	-$15.3M	0.02%	807
2018 Q4	$21.1M	Buy	798,400 +342,000	+75%	+$9.29M	0.08%	317
2018 Q3	$12M	Sell	456,400 -336,200	-42%	-$8.93M	0.03%	585
2018 Q2	$20.6M	Buy	792,600 +729,400	+1,154%	+$18.3M	0.06%	402
2018 Q1	$1.6M	Buy	63,200 +51,200	+427%	+$1.28M	0.01%	1686
2017 Q4	$316K	Buy	+12,000	New	+$329K	﹤0.01%	2707

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.