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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 – 685
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return