Key Bridge Compliance’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Key Bridge Compliance’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	$893K	Buy	+30,298	New	+$977K	0.28%	63

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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

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

Key Bridge Compliance's XLU Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2023: 30,298 shares worth $893K. The stake represents 0.28% of the portfolio and ranks #63 among its holdings.

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

Key Bridge Compliance held 30,298 shares of State Street Utilities Select Sector SPDR ETF worth $893K as of Q3 2023.
State Street Utilities Select Sector SPDR ETF was a new Key Bridge Compliance position in Q3 2023.
State Street Utilities Select Sector SPDR ETF made up 0.28% of Key Bridge Compliance's portfolio in Q3 2023, its #63 holding.
1,063 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.