Gallagher Benefit Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Gallagher Benefit 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
2022 Q4	$427K	Buy	+12,124	New	+$412K	0.09%	121

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Gallagher Benefit Services's XLU Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022: 12,124 shares worth $427K. The stake represents 0.09% of the portfolio and ranks #121 among its holdings.

1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

Gallagher Benefit Services held 12,124 shares of State Street Utilities Select Sector SPDR ETF worth $427K as of Q4 2022.
State Street Utilities Select Sector SPDR ETF was a new Gallagher Benefit Services position in Q4 2022.
State Street Utilities Select Sector SPDR ETF made up 0.09% of Gallagher Benefit Services's portfolio in Q4 2022, its #121 holding.
1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.