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XLUXLU
Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in SELECT SECTOR SPDR TR

OSAIC HOLDINGS, INC. holds 4.2M shares of XLU (SELECT SECTOR SPDR TR), worth $190.7M as of 2026-Q2. The position was increased (+9.7% shares). XLU represents 0.2% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$190.7M

Current Shares

4.2M

Total Value Change

+$108M

Total Shares Change

+3.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.2M
+9.7%
$190.7M0.2%$45.34
40
2026-Q1
Increased
3.8M
+10.7%
$176M0.3%$45.60
40
2025-Q4
Increased
3.5M
+110.7%
$148M0.2%$42.12
58
2025-Q3
Increased
1.6M
+53.7%
$141.4M0.2%$42.71
51
2025-Q2
Increased
1.1M
+0.6%
$87.4M0.2%$39.72
36
2025-Q1
Increased
1.1M
+7.2%
$83.9M0.2%$38.09
38
2024-Q4
Decreased
992,747
-3.1%
$67.9M0.2%$36.31
0
2024-Q3
Increased
1M
+32.5%
$82.8M0.2%$38.43
45

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

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