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XLUXLU
22 quarters

Position history for PFPhoenix Financial Ltd.'s holdings in UTILITIES SELECT SECTOR SPDR

Phoenix Financial Ltd. holds 2.9M shares of XLU (UTILITIES SELECT SECTOR SPDR), worth $132.9M as of 2026-Q2. The position was increased (+326.8% shares). XLU represents 0.9% of Phoenix Financial Ltd.'s portfolio.

Current Value

$132.9M

Current Shares

2.9M

Total Value Change

+$130.7M

Total Shares Change

+2.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.9M
+326.8%
$132.9M0.9%$45.34
69
2026-Q1
Decreased
686,634
-10.6%
$31.5M0.3%$47.07
0
2025-Q4
Increased
767,612
+12.1%
$32.8M0.4%$42.96
39
2025-Q3
Increased
684,766
+23.3%
$59.7M0.4%$43.21
43
2025-Q2
Increased
555,588
+945.4%
$45.4M0.6%$40.09
66
2025-Q1
Decreased
53,148
-84.2%
$4.2M0.1%$38.18
0
2024-Q4
Decreased
335,238
-0.3%
$25.4M0.3%$36.83
0
2024-Q3
Decreased
336,363
-65.3%
$27.2M0.4%$38.77
0
2024-Q2
Decreased
969,786
-16.9%
$66.1M1.0%$32.63
0
2024-Q1
Increased
1.2M
+154x
$76.6M1.1%$31.19
75
2023-Q4
New
7,539
-
$477,4450.0%$29.84
33
2023-Q3
Exited
0
-100.0%
$00.0%$27.51
0
2023-Q2
Decreased
35,391
-49.2%
$2.3M0.0%$29.97
0
2023-Q1
Decreased
69,676
-13.5%
$4.7M0.1%$30.87
0
2022-Q4
Decreased
80,550
-30.3%
$5.7M0.1%$32.14
0
2022-Q3
Decreased
115,529
-12.1%
$7.6M0.2%$30.21
0
2022-Q2
Increased
131,499
+211.1%
$9.2M0.2%$31.16
53
2022-Q1
New
42,271
-
$3.1M0.1%$33.22
37
2020-Q2
Exited
0
-100.0%
$00.0%$23.73
0
2020-Q1
New
103,871
-
$5.6M0.3%$24.17
45
2019-Q4
Exited
0
-100.0%
$00.0%$26.68
0
2019-Q3
New
34,491
-
$2.1M0.1%$26.61
43

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

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