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Disclosery

TIAA: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TIAA on XLU, newest first. How the timeline and the estimate are built.

TIAA held 111,742 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,742 shares
    Change vs previous 13F +47,785 shares

    <0.01% of the 13F portfolio, value $5,066,431.

    13F-HR 0000930413-26-002428 filed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC: 102,626 shares
    • Nuveen, LLC: 6,493 shares
    • TIAA TRUST, NATIONAL ASSOCIATION: 2,500 shares
    • TIAA Wealth Investment Management LLC: 123 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 63,957 shares
    Change vs previous 13F +15,096 shares

    0.01% of the 13F portfolio, value $2,934,997.

    13F-HR 0000930413-26-001568 filed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC: 60,461 shares
    • TIAA TRUST, NATIONAL ASSOCIATION: 3,150 shares
    • TIAA Wealth Investment Management LLC: 346 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,861 shares
    Change vs previous 13F -441,422 shares

    <0.01% of the 13F portfolio, value $2,085,902.

    13F-HR 0000930413-26-000393 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 490,283 shares
    Change vs previous 13F -4,358 shares

    0.1% of the 13F portfolio, value $42,757,566.

    13F-HR 0000930413-25-003411 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 494,641 shares
    Change vs previous 13F +478,951 shares

    0.11% of the 13F portfolio, value $40,392,352.

    13F-HR 0000930413-25-002382 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,690 shares
    Change vs previous 13F -710 shares

    <0.01% of the 13F portfolio, value $1,237,157.

    13F-HR 0000930413-25-001681 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,400 shares
    Change vs previous 13F -45,247 shares

    <0.01% of the 13F portfolio, value $1,241,323.

    13F-HR 0000930413-25-000507 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 61,647 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,979,845.

    13F-HR 0000930413-24-003144 filed by TIAA TRUST, NATIONAL ASSOCIATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).