Benjamin F. Edwards & Company’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Benjamin F. Edwards & Company’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
2017 Q2	–	Sell	-6,000	Closed	-$154K	–	1495
2017 Q1	$154K	Buy	+6,000	New	+$150K	0.02%	464

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Benjamin F. Edwards & Company's XLU Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 92% in Q2 2024, buying an estimated $1.3M and bringing the position to 79,122 shares worth $2.69M. The position accounts for 0.05% of the portfolio, ranked #326.

Benjamin F. Edwards & Company first reported a position in XLU in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.11M in Q3 2020. 1,193 funds tracked by Wall St. Rank hold XLU as of Q2 2024.

Benjamin F. Edwards & Company held 79,122 shares of State Street Utilities Select Sector SPDR ETF worth $2.69M as of Q2 2024.
Benjamin F. Edwards & Company bought 37,914 State Street Utilities Select Sector SPDR ETF shares in Q2 2024, an estimated $1.3M.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #326 holding.
Benjamin F. Edwards & Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 45 quarters since.
Benjamin F. Edwards & Company's State Street Utilities Select Sector SPDR ETF position peaked at $3.11M in Q3 2020.
1,193 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.