Central Pacific Bank - Trust Division’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Central Pacific Bank - Trust Division’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	-56	Closed	-$2.12K	–	921
2024 Q4	$2.12K	Hold	56	–	–	﹤0.01%	806
2024 Q3	$2.26K	Hold	56	–	–	﹤0.01%	788
2024 Q2	$1.91K	Hold	56	–	–	﹤0.01%	879
2024 Q1	$1.83K	Buy	+56	New	+$1.75K	﹤0.01%	877

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

Central Pacific Bank - Trust Division's XLU Position: Q1 2025 in Review

Central Pacific Bank - Trust Division sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 56 shares — an estimated $2.12K sold.

Central Pacific Bank - Trust Division first reported a position in XLU in Q1 2024 and held it in 4 quarters. The position peaked at $2.26K in Q3 2024. 1,358 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Central Pacific Bank - Trust Division reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Central Pacific Bank - Trust Division sold 56 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $2.12K.
Central Pacific Bank - Trust Division first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and held it in 4 quarters.
Central Pacific Bank - Trust Division's State Street Utilities Select Sector SPDR ETF position peaked at $2.26K in Q3 2024.
1,358 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Central Pacific Bank - Trust Division's 13F filing for Q1 2025, filed 3 Apr 2025.