GYL Financial Synergies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

GYL Financial Synergies’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	$554K	Buy	13,716 +150	+1%	+$5.57K	0.04%	229
2024 Q2	$462K	Buy	13,566 +7,336	+118%	+$252K	0.04%	245
2024 Q1	$205K	Buy	+6,230	New	+$194K	0.02%	356
2023 Q4	–	Sell	-7,088	Closed	-$209K	–	371
2023 Q3	$209K	Buy	7,088 +152	+2%	+$4.9K	0.02%	316
2023 Q2	$227K	Hold	6,936	–	–	0.02%	315
2023 Q1	$235K	Buy	6,936 +142	+2%	+$4.81K	0.03%	259
2022 Q4	$239K	Sell	6,794 -960	-12%	-$32.6K	0.05%	192
2022 Q3	$254K	Hold	7,754	–	–	0.07%	169
2022 Q2	$272K	Buy	+7,754	New	+$281K	0.07%	159
2022 Q1	–	Sell	-5,918	Closed	-$212K	–	232
2021 Q4	$212K	Buy	+5,918	New	+$200K	0.06%	197
2021 Q1	–	Sell	-17,456	Closed	-$547K	–	188
2020 Q4	$547K	Sell	17,456 -36	-0.2%	-$1.14K	0.32%	78
2020 Q3	$519K	Sell	17,492 -94	-0.5%	-$2.79K	0.34%	73
2020 Q2	$496K	Buy	17,586 +964	+6%	+$27.8K	0.36%	68
2020 Q1	$460K	Buy	16,622 +1,422	+9%	+$45.5K	0.29%	66
2019 Q4	$491K	Buy	15,200 +1,896	+14%	+$60.2K	0.22%	81
2019 Q3	$431K	Buy	13,304 +748	+6%	+$23.1K	0.21%	86
2019 Q2	$374K	Sell	12,556 -74	-0.6%	-$2.17K	0.2%	89
2019 Q1	$367K	Buy	12,630 +20	+0.2%	+$556	0.21%	92
2018 Q4	$334K	Buy	+12,610	New	+$343K	0.24%	84

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 $20.6B AUM 59.59% 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

GYL Financial Synergies's XLU Position: Q3 2024 in Review

GYL Financial Synergies increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.1% in Q3 2024, buying an estimated $5.57K and bringing the position to 13,716 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #229.

GYL Financial Synergies first reported a position in XLU in Q4 2018 and has held it in 19 quarters since. 1,300 funds tracked by Wall St. Rank hold XLU as of Q3 2024.

GYL Financial Synergies held 13,716 shares of State Street Utilities Select Sector SPDR ETF worth $554K as of Q3 2024.
GYL Financial Synergies bought 150 State Street Utilities Select Sector SPDR ETF shares in Q3 2024, an estimated $5.57K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #229 holding.
GYL Financial Synergies first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 19 quarters since.
1,300 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.