Question 1

How many shares of XLU does HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND own?

Accepted Answer

As of 2026-Q2, HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND holds 295,164 shares of XLU (UTILITIES SELECT SECTOR SPDR).

Question 2

What is HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND's XLU position worth?

Accepted Answer

As of 2026-Q2, HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND's XLU position is worth $13.4M.

Question 3

Is HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND buying or selling XLU?

Accepted Answer

In 2026-Q2, HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND increased their XLU position (+82.5% change in shares).

Question 4

When did HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND first buy XLU?

Accepted Answer

Based on available 13F filings, HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND first reported a position in XLU in 2019-Q4. They have held the position across 27 quarters.

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%	$47.07	0
2025-Q4	Increased	1.3M	+82.3%	$55.5M	0.1%	$42.96	45
2025-Q3	Decreased	713,001	-33.5%	$62.2M	0.1%	$43.21	0
2025-Q2	Decreased	1.1M	-54.5%	$87.6M	0.2%	$40.09	0
2025-Q1	Decreased	2.4M	-22.9%	$186.1M	0.4%	$38.18	0
2024-Q4	Decreased	3.1M	-7.9%	$231.6M	0.5%	$36.83	0
2024-Q3	Increased	3.3M	+6.4%	$268.5M	0.6%	$38.77	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%	$29.97	0
2023-Q1	Decreased	3.1M	-2.6%	$211.5M	1.1%	$30.87	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%	$30.21	0
2022-Q2	Increased	3.3M	+13.1%	$234.3M	1.0%	$31.16	55
2022-Q1	Decreased	3M	-31.7%	$220M	0.8%	$33.22	0
2021-Q4	Increased	4.3M	+22.5%	$309.8M	0.7%	$31.58	53
2021-Q3	Increased	3.5M	+0.3%	$225.7M	0.6%	$28.28	43
2021-Q2	Increased	3.5M	+4.1%	$222.6M	0.5%	$27.62	38
2021-Q1	Decreased	3.4M	-24.6%	$216.6M	0.5%	$27.50	0
2020-Q4	Increased	4.5M	+198.3%	$281.2M	0.7%	$26.53	70
2020-Q3	Decreased	1.5M	-23.7%	$89.3M	0.7%	$25.06	0
2020-Q2	Decreased	2M	-11.2%	$111.2M	0.9%	$23.73	0
2020-Q1	Decreased	2.2M	-54.9%	$122.9M	1.3%	$24.17	0
2019-Q4	New	4.9M	-	$317.9M	1.4%	$26.68	71

XLU27 quarters

XLU
27 quarters