Position Sheet

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XLU State Street Utilities Select Sector SPDR ETF

Fund · Utilities

HECA, HEFT, HELS, HGRO have traded State Street Utilities Select Sector SPDR ETF since Jan 12, 2026, across 9 separate holding periods (long and short). Today it is 1.0% of HECA, against a peak long of 13.0% and a peak short of 2.1%. That's smaller than a typical HECA position (median 2.4%). The latest big move was on Jun 23, 2026: HEFT covered the short (-0.5% to 0.0%).

Held now inHECA at 1.01%
First held in our dataJan 12, 2026
Since boughtToo newHECA bought Nov 4, 2026. We judge a position after a week. Last time (long, Apr 1, 2026 to Apr 14, 2026) the price moved +0.8%.
Big moves4

Position size by fund vs price

Shaded areas: position size in each fund (left axis). Line: share price (right axis). Shading below zero is a short. At zero, the fund didn't hold it. Our daily record starts Nov 21, 2025.

Big moves in XLU

DateFundTickerNameActionPosition sizeSinceStatus
Jun 23, 2026HEFTXLUState Street Utilities Select Sector SPDR ETFCovered-0.5% → 0.0%—Exited
Mar 23, 2026HECAXLUState Street Utilities Select Sector SPDR ETFSold8.9% → 0.0%—Bought back · 1.0%
Mar 6, 2026HGROXLUState Street Utilities Select Sector SPDR ETFBought0.0% → 3.0%-2.1%
-7.8 vs S&P
Exited
Mar 4, 2026HECAXLUState Street Utilities Select Sector SPDR ETFBought0.0% → 13.0%-6.2%
-1.1 vs S&P
Short-lived · undone Mar 23, 2026