Coulter & Justus Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Coulter & Justus Financial Services’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 Q1	$803K	Buy	+24,460	New	+$764K	0.18%	52

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

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

HIIFS

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

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

Coulter & Justus Financial Services's XLU Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2024: 24,460 shares worth $803K. The stake represents 0.18% of the portfolio and ranks #52 among its holdings.

1,114 funds tracked by Wall St. Rank hold XLU as of Q1 2024.

Coulter & Justus Financial Services held 24,460 shares of State Street Utilities Select Sector SPDR ETF worth $803K as of Q1 2024.
State Street Utilities Select Sector SPDR ETF was a new Coulter & Justus Financial Services position in Q1 2024.
State Street Utilities Select Sector SPDR ETF made up 0.18% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #52 holding.
1,114 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.