First Personal Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

First Personal 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 Q3	$27.9K	Hold	690	–	–	0.01%	241
2024 Q2	$23.5K	Hold	690	–	–	0.01%	230
2024 Q1	$22.6K	Hold	690	–	–	0.01%	233
2023 Q4	$21.8K	Hold	690	–	–	0.01%	254
2023 Q3	$20.3K	Sell	690 -2,260	-77%	-$72.8K	0.01%	258
2023 Q2	$96.5K	Hold	2,950	–	–	0.02%	159
2023 Q1	$99.8K	Hold	2,950	–	–	0.03%	152
2022 Q4	$104K	Hold	2,950	–	–	0.03%	155
2022 Q3	$97K	Hold	2,950	–	–	0.03%	154
2022 Q2	$103K	Hold	2,950	–	–	0.03%	136
2022 Q1	$110K	Hold	2,950	–	–	0.03%	143
2021 Q4	$106K	Hold	2,950	–	–	0.02%	147
2021 Q3	$94K	Hold	2,950	–	–	0.02%	154
2021 Q2	$93K	Buy	2,950 +2,260	+328%	+$74K	0.02%	153
2021 Q1	$22K	Hold	690	–	–	0.01%	235
2020 Q4	$22K	Hold	690	–	–	0.01%	234
2020 Q3	$20K	Hold	690	–	–	0.01%	229
2020 Q2	$19K	Hold	690	–	–	0.01%	230
2020 Q1	$19K	Hold	690	–	–	0.01%	227
2019 Q4	$22K	Hold	690	–	–	0.01%	244
2019 Q3	$22K	Hold	690	–	–	0.01%	319
2019 Q2	$21K	Hold	690	–	–	0.01%	401
2019 Q1	$20K	Hold	690	–	–	0.01%	405
2018 Q4	$18K	Buy	+690	New	+$18.8K	0.01%	392
2016 Q2	–	Sell	-334	Closed	-$8K	–	839
2016 Q1	$8K	Buy	+334	New	+$7.71K	﹤0.01%	274

Other funds holding XLU

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

MMH

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

HIIFS

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

First Personal Financial Services's XLU Position: Q3 2024 in Review

First Personal Financial Services held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2024 at 690 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #241.

First Personal Financial Services first reported a position in XLU in Q1 2016 and has held it in 25 quarters since. The position peaked at $110K in Q1 2022. 1,300 funds tracked by Wall St. Rank hold XLU as of Q3 2024.

First Personal Financial Services held 690 shares of State Street Utilities Select Sector SPDR ETF worth $27.9K as of Q3 2024.
First Personal Financial Services left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2024.
State Street Utilities Select Sector SPDR ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #241 holding.
First Personal Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 25 quarters since.
First Personal Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $110K in Q1 2022.
1,300 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.