BOK Financial Private Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

BOK Financial Private Wealth’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	-58	Closed	-$2.2K	–	683
2024 Q4	$2.2K	Hold	58	–	–	﹤0.01%	440
2024 Q3	$2.34K	Sell	58 -1,382	-96%	-$51.3K	﹤0.01%	468
2024 Q2	$49.1K	Buy	1,440 +58	+4%	+$1.99K	﹤0.01%	256
2024 Q1	$45.4K	Sell	1,382 -1,002	-42%	-$31.3K	﹤0.01%	269
2023 Q4	$75.5K	Hold	2,384	–	–	0.01%	212
2023 Q3	$70.2K	Hold	2,384	–	–	0.01%	206
2023 Q2	$78K	Hold	2,384	–	–	0.01%	204
2023 Q1	$80.7K	Hold	2,384	–	–	0.01%	212
2022 Q4	$84K	Hold	2,384	–	–	0.01%	205
2022 Q3	$78K	Buy	+2,384	New	+$87.4K	0.01%	218

Other funds holding XLU

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BOK Financial Private Wealth's XLU Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 58 shares — an estimated $2.2K sold.

BOK Financial Private Wealth first reported a position in XLU in Q3 2022 and held it in 10 quarters. The position peaked at $84K in Q4 2022. 1,358 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

BOK Financial Private Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 58 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $2.2K.
BOK Financial Private Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and held it in 10 quarters.
BOK Financial Private Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $84K in Q4 2022.
1,358 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.