Belvedere Trading’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Belvedere Trading’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-36,600	Closed	-$1.39M	–	1043
2024 Q4	$1.39M	Buy	+36,600	New	+$1.45M	﹤0.01%	133
2024 Q1	–	Sell	-31,000	Closed	-$982K	–	1026
2023 Q4	$982K	Buy	+31,000	New	+$948K	﹤0.01%	98

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Belvedere Trading's XLU Position: Q3 2024 in Review

Belvedere Trading sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2024, closing a stake of 18,438 shares — an estimated $628K sold.

Belvedere Trading first reported a position in XLU in Q4 2023 and held it in 2 quarters. The position peaked at $628K in Q2 2024. 1,300 funds tracked by Wall St. Rank hold XLU as of Q3 2024.

Belvedere Trading reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Belvedere Trading sold 18,438 State Street Utilities Select Sector SPDR ETF shares in Q3 2024, an estimated $628K.
Belvedere Trading first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
Belvedere Trading's State Street Utilities Select Sector SPDR ETF position peaked at $628K in Q2 2024.
1,300 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2024.

Based on Belvedere Trading's 13F filing for Q3 2024, filed 30 Oct 2024.