Commonwealth of Pennsylvania Public School Employees Retirement System’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Commonwealth of Pennsylvania Public School Employees Retirement System’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 Q4	–	Sell	-362,000	Closed	-$14.6M	–	1633
2024 Q3	$14.6M	Buy	+362,000	New	+$13.4M	0.09%	199

Other funds holding XLU

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Commonwealth of Pennsylvania Public School Employees Retirement System's XLU Position: Q4 2024 in Review

Commonwealth of Pennsylvania Public School Employees Retirement System sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 362,000 shares — an estimated $14.6M sold.

Commonwealth of Pennsylvania Public School Employees Retirement System first reported a position in XLU in Q3 2024 and held it in 1 quarter. The position peaked at $14.6M in Q3 2024. 1,361 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Commonwealth of Pennsylvania Public School Employees Retirement System reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Commonwealth of Pennsylvania Public School Employees Retirement System sold 362,000 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $14.6M.
Commonwealth of Pennsylvania Public School Employees Retirement System first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
Commonwealth of Pennsylvania Public School Employees Retirement System's State Street Utilities Select Sector SPDR ETF position peaked at $14.6M in Q3 2024.
1,361 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Commonwealth of Pennsylvania Public School Employees Retirement System's 13F filing for Q4 2024, filed 11 Feb 2025.