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XLUXLU
2 quarters

Position history for AIAllen Investment Management, LLC's holdings in UTILITIES SELECT SECTOR SPDR

Allen Investment Management, LLC holds 1M shares of XLU (UTILITIES SELECT SECTOR SPDR), worth $47.6M as of 2026-Q2. The position was increased (+316.8% shares). XLU represents 0.6% of Allen Investment Management, LLC's portfolio.

Current Value

$47.6M

Current Shares

1M

Total Value Change

+$36M

Total Shares Change

+797,637

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1M
+316.8%
$47.6M0.6%$45.34
67
2026-Q1
New
251,807
-
$11.6M0.1%$47.07
46

Other major holders of XLU: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, PUBLIC INVESTMENT FUND

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