Charles D. Hyman’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Charles D. Hyman’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
2024 Q2	$212K	Hold	6,214	–	–	0.01%	234
2024 Q1	$204K	Buy	+6,214	New	+$194K	0.01%	243
2023 Q3	–	Sell	-6,214	Closed	-$203K	–	240
2023 Q2	$203K	Hold	6,214	–	–	0.01%	229
2023 Q1	$210K	Hold	6,214	–	–	0.01%	232
2022 Q4	$219K	Hold	6,214	–	–	0.01%	227
2022 Q3	$204K	Hold	6,214	–	–	0.02%	224
2022 Q2	$218K	Hold	6,214	–	–	0.02%	223
2022 Q1	$231K	Buy	+6,214	New	+$215K	0.01%	227

Other funds holding XLU

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Charles D. Hyman's XLU Position: Q2 2024 in Review

Charles D. Hyman held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2024 at 6,214 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #234.

Charles D. Hyman first reported a position in XLU in Q1 2022 and has held it in 8 quarters since. The position peaked at $231K in Q1 2022. 1,193 funds tracked by Wall St. Rank hold XLU as of Q2 2024.

Charles D. Hyman held 6,214 shares of State Street Utilities Select Sector SPDR ETF worth $212K as of Q2 2024.
Charles D. Hyman left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2024.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Charles D. Hyman's portfolio in Q2 2024, its #234 holding.
Charles D. Hyman first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 8 quarters since.
Charles D. Hyman's State Street Utilities Select Sector SPDR ETF position peaked at $231K in Q1 2022.
1,193 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.