Indiana Trust & Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Indiana Trust & Investment Management’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 Q2	–	Sell	-226	Closed	-$7.42K	–	497
2024 Q1	$7.42K	Hold	226	–	–	﹤0.01%	405
2023 Q4	$7.16K	Hold	226	–	–	﹤0.01%	378
2023 Q3	$6.66K	Buy	+226	New	+$7.29K	﹤0.01%	378

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Indiana Trust & Investment Management's XLU Position: Q2 2024 in Review

Indiana Trust & Investment Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2024, closing a stake of 226 shares — an estimated $7.42K sold.

Indiana Trust & Investment Management first reported a position in XLU in Q3 2023 and held it in 3 quarters. The position peaked at $7.42K in Q1 2024. 1,193 funds tracked by Wall St. Rank hold XLU as of Q2 2024.

Indiana Trust & Investment Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Indiana Trust & Investment Management sold 226 State Street Utilities Select Sector SPDR ETF shares in Q2 2024, an estimated $7.42K.
Indiana Trust & Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and held it in 3 quarters.
Indiana Trust & Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $7.42K in Q1 2024.
1,193 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.