Renaissance Technologies's XLU Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 266,900 shares of State Street Utilities Select Sector SPDR ETF (XLU) worth $23.28 M, representing 0.03% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Renaissance Technologies has maintained a long-term strategic position in XLU, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2022, adding 865,000 shares. Largest reduction occurred in Q4 2022, reducing 798,300 shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies's State Street Utilities Select Sector SPDR ETF (XLU) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Utilities Select Sector SPDR ETF (XLU) Trades by Renaissance Technologies
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +29,500 | New Buy | 29,500 | $37.97 |
| Q1 2014 | +18,100 | Add 61.36% | 47,600 | $41.45 |
| Q2 2014 | -20,000 | Reduce 42.02% | 27,600 | $44.28 |
| Q3 2014 | +5,700 | Add 20.65% | 33,300 | $42.10 |
| Q4 2014 | -5,400 | Reduce 16.22% | 27,900 | $47.20 |
| Q1 2015 | -8,000 | Reduce 28.67% | 19,900 | $44.42 |
| Q2 2015 | -12,600 | Reduce 63.32% | 7,300 | $41.51 |
| Q3 2015 | +32,800 | Add 449.32% | 40,100 | $43.29 |
| Q4 2015 | -16,700 | Reduce 41.65% | 23,400 | $43.29 |
| Q1 2016 | +80,400 | Add 343.59% | 103,800 | $49.62 |
| Q2 2016 | -67,300 | Reduce 64.84% | 36,500 | $52.47 |
| Q3 2016 | -15,300 | Reduce 41.92% | 21,200 | $49.01 |
| Q4 2016 | +126,200 | Add 595.28% | 147,400 | $48.57 |
| Q1 2017 | -101,700 | Reduce 69.00% | 45,700 | $51.31 |
| Q2 2017 | -10,400 | Reduce 22.76% | 35,300 | $51.95 |
| Q3 2017 | -4,400 | Reduce 12.46% | 30,900 | $53.04 |
| Q4 2017 | +40,600 | Add 131.39% | 71,500 | $52.69 |
| Q1 2018 | -26,000 | Reduce 36.36% | 45,500 | $50.53 |
| Q2 2018 | +243,400 | Add 534.95% | 288,900 | $51.96 |
| Q3 2018 | -110,700 | Reduce 38.32% | 178,200 | $52.65 |
| Q4 2018 | -139,000 | Reduce 78.00% | 39,200 | $52.91 |
| Q1 2019 | +418,800 | Add 1068.37% | 458,000 | $58.17 |
| Q2 2019 | -364,300 | Reduce 79.54% | 93,700 | $59.63 |
| Q3 2019 | +22,600 | Add 24.12% | 116,300 | $64.74 |
| Q4 2019 | +77,300 | Add 66.47% | 193,600 | $64.62 |
| Q1 2020 | -193,600 | Sold Out | 0 | $0.00 |
| Q2 2020 | +139,800 | New Buy | 139,800 | $56.43 |
| Q3 2020 | -122,100 | Reduce 87.34% | 17,700 | $59.38 |
| Q4 2020 | -17,700 | Sold Out | 0 | $0.00 |
| Q1 2021 | +46,800 | New Buy | 46,800 | $64.04 |
| Q2 2021 | +17,800 | Add 38.03% | 64,600 | $63.24 |
| Q3 2021 | +96,400 | Add 149.23% | 161,000 | $63.88 |
| Q4 2021 | +37,900 | Add 23.54% | 198,900 | $71.58 |
| Q1 2022 | -113,700 | Reduce 57.16% | 85,200 | $74.46 |
| Q2 2022 | -800 | Reduce 0.94% | 84,400 | $70.13 |
| Q3 2022 | +865,000 | Add 1024.88% | 949,400 | $65.51 |
| Q4 2022 | -798,300 | Reduce 84.08% | 151,100 | $0.07 |
| Q1 2023 | +61,500 | Add 40.70% | 212,600 | $0.07 |
| Q2 2023 | +145,200 | Add 68.30% | 357,800 | $0.07 |
| Q3 2023 | +268,300 | Add 74.99% | 626,100 | $58.93 |
| Q4 2023 | -591,000 | Reduce 94.39% | 35,100 | $63.33 |
| Q1 2024 | +196,700 | Add 560.40% | 231,800 | $65.65 |
| Q2 2024 | -224,200 | Reduce 96.72% | 7,600 | $68.14 |
| Q3 2024 | +167,300 | Add 2201.32% | 174,900 | $80.78 |
| Q4 2024 | -74,100 | Reduce 42.37% | 100,800 | $75.69 |
| Q1 2025 | -14,400 | Reduce 14.29% | 86,400 | $78.85 |
| Q2 2025 | +123,600 | Add 143.06% | 210,000 | $81.66 |
| Q3 2025 | +56,900 | Add 27.10% | 266,900 | $87.21 |
Renaissance Technologies's State Street Utilities Select Sector SPDR ETF Investment FAQs
Renaissance Technologies first purchased State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2013, acquiring 29,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies has held State Street Utilities Select Sector SPDR ETF (XLU) for 48 quarters since Q4 2013.
Renaissance Technologies's largest addition to State Street Utilities Select Sector SPDR ETF (XLU) was in Q3 2022, adding 949,400 shares worth $62.2 M.
According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 266,900 shares of State Street Utilities Select Sector SPDR ETF (XLU), valued at approximately $23.28 M.
As of the Q3 2025 filing, State Street Utilities Select Sector SPDR ETF (XLU) represents approximately 0.03% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies's peak holding in State Street Utilities Select Sector SPDR ETF (XLU) was 949,400 shares, as reported at the end of Q3 2022.