Question 1

Does Healthcare of Ontario Pension Plan Trust Fund own XLU stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Healthcare of Ontario Pension Plan Trust Fund holds 295,164 shares of XLU, worth $13.4M.

Question 2

How many shares of XLU does Healthcare of Ontario Pension Plan Trust Fund own?

Accepted Answer

As of its Q2 2026 13F, Healthcare of Ontario Pension Plan Trust Fund holds 295,164 shares of XLU.

Question 3

What is Healthcare of Ontario Pension Plan Trust Fund's XLU position worth?

Accepted Answer

As of its Q2 2026 13F, Healthcare of Ontario Pension Plan Trust Fund's XLU position is worth $13.4M.

Question 4

Is Healthcare of Ontario Pension Plan Trust Fund buying or selling XLU?

Accepted Answer

In Q2 2026, Healthcare of Ontario Pension Plan Trust Fund increased its XLU position by 133,431 shares (+82.5%).

Question 5

When did Healthcare of Ontario Pension Plan Trust Fund first buy XLU?

Accepted Answer

Healthcare of Ontario Pension Plan Trust Fund already held XLU in its Q4 2019 13F, the earliest on record, and has listed it in 27 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	295,164	+82.5%	$13.4M	0.0%	$45.34	43
2026-Q1	Decreased	161,733	-87.6%	$7.4M	0.0%	$45.60	0
2025-Q4	Increased	1.3M	+82.3%	$55.5M	0.1%	$42.12	45
2025-Q3	Decreased	713,001	-33.5%	$62.2M	0.1%	$42.71	0
2025-Q2	Decreased	1.1M	-54.5%	$87.6M	0.2%	$39.72	0
2025-Q1	Decreased	2.4M	-22.9%	$186.1M	0.4%	$38.09	0
2024-Q4	Decreased	3.1M	-7.9%	$231.6M	0.5%	$36.31	0
2024-Q3	Increased	3.3M	+6.4%	$268.5M	0.6%	$38.43	46
2024-Q2	Unchanged	3.1M	0.0%	$212.9M	0.6%	$32.63	0
2024-Q1	Unchanged	3.1M	0.0%	$205.1M	0.7%	$31.19	0
2023-Q4	Unchanged	3.1M	0.0%	$197.8M	0.7%	$29.84	0
2023-Q3	Unchanged	3.1M	0.0%	$184.1M	0.8%	$27.51	0
2023-Q2	Unchanged	3.1M	0.0%	$204.4M	0.9%	$29.90	0
2023-Q1	Decreased	3.1M	-2.6%	$211.5M	1.1%	$30.68	0
2022-Q4	Increased	3.2M	+23.5%	$226.1M	1.1%	$32.14	59
2022-Q3	Decreased	2.6M	-22.3%	$170.1M	0.8%	$29.23	0
2022-Q2	Increased	3.3M	+13.1%	$234.3M	1.0%	$31.09	55
2022-Q1	Decreased	3M	-31.7%	$220M	0.8%	$32.74	0
2021-Q4	Increased	4.3M	+22.5%	$309.8M	0.7%	$31.27	53
2021-Q3	Increased	3.5M	+0.3%	$225.7M	0.6%	$27.69	43
2021-Q2	Increased	3.5M	+4.1%	$222.6M	0.5%	$27.20	38
2021-Q1	Decreased	3.4M	-24.6%	$216.6M	0.5%	$27.33	0
2020-Q4	Increased	4.5M	+198.3%	$281.2M	0.7%	$26.56	70
2020-Q3	Decreased	1.5M	-23.7%	$89.3M	0.7%	$24.95	0
2020-Q2	Decreased	2M	-11.2%	$111.2M	0.9%	$23.51	0
2020-Q1	Decreased	2.2M	-54.9%	$122.9M	1.3%	$22.72	0
2019-Q4	First report	4.9M	-	$317.9M	1.4%	$26.24	0

XLU27 quarters

XLU
27 quarters