Winton Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Winton Group’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
2024 Q4	–	Sell	-528,518	Closed	-$21.3M	–	807
2024 Q3	$21.3M	Buy	528,518 +56,976	+12%	+$2.11M	1.5%	3
2024 Q2	$16.1M	Sell	471,542 -334,840	-42%	-$11.5M	1.09%	27
2024 Q1	$26.5M	Buy	+806,382	New	+$25.2M	1.87%	8
2023 Q3	–	Sell	-72,990	Closed	-$2.39M	–	951
2023 Q2	$2.39M	Buy	+72,990	New	+$2.46M	0.2%	94
2021 Q4	–	Sell	-367,816	Closed	-$11.7M	–	1443
2021 Q3	$11.7M	Sell	367,816 -56,474	-13%	-$1.89M	0.66%	13
2021 Q2	$13.4M	Buy	424,290 +275,618	+185%	+$9.02M	0.72%	12
2021 Q1	$4.76M	Sell	148,672 -143,070	-49%	-$4.44M	0.27%	32
2020 Q4	$9.15M	Sell	291,742 -197,162	-40%	-$6.24M	0.66%	12
2020 Q3	$14.5M	Buy	+488,904	New	+$14.5M	0.47%	10
2020 Q2	–	Sell	-82,350	Closed	-$2.28M	–	1608
2020 Q1	$2.28M	Buy	82,350 +18,228	+28%	+$583K	0.06%	532
2019 Q4	$2.07M	Buy	+64,122	New	+$2.04M	0.03%	783

Other funds holding XLU

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Winton Group's XLU Position: Q4 2024 in Review

Winton Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 528,518 shares — an estimated $21.3M sold.

Winton Group first reported a position in XLU in Q4 2019 and held it in 11 quarters. The position peaked at $26.5M in Q1 2024. 1,361 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Winton Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Winton Group sold 528,518 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $21.3M.
Winton Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and held it in 11 quarters.
Winton Group's State Street Utilities Select Sector SPDR ETF position peaked at $26.5M in Q1 2024.
1,361 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Winton Group's 13F filing for Q4 2024, filed 12 Feb 2025.