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Destiny Capital Securities’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Destiny Capital Securities’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
2023
Q3 		$632K Buy
+21,450
New +$691K 0.51% 29

Other funds holding XLU

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Destiny Capital Securities's XLU Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2023: 21,450 shares worth $632K. The stake represents 0.51% of the portfolio and ranks #29 among its holdings.

1,063 funds tracked by Wall St. Rank hold XLU as of Q3 2023.

  • Destiny Capital Securities held 21,450 shares of State Street Utilities Select Sector SPDR ETF worth $632K as of Q3 2023.
  • State Street Utilities Select Sector SPDR ETF was a new Destiny Capital Securities position in Q3 2023.
  • State Street Utilities Select Sector SPDR ETF made up 0.51% of Destiny Capital Securities's portfolio in Q3 2023, its #29 holding.
  • 1,063 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.