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Mitchell Sinkler & Starr’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Mitchell Sinkler & Starr’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
Q1 		– Sell
-654
Closed -$20.7K – 233
2023
Q4 		$20.7K Buy
+654
New +$20K ﹤0.01% 201

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mitchell Sinkler & Starr's XLU Position: Q1 2024 in Review

Mitchell Sinkler & Starr sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2024, closing a stake of 654 shares — an estimated $20.7K sold.

Mitchell Sinkler & Starr first reported a position in XLU in Q4 2023 and held it in 1 quarter. The position peaked at $20.7K in Q4 2023. 1,116 funds tracked by Wall St. Rank hold XLU as of Q1 2024.

  • Mitchell Sinkler & Starr reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 654 State Street Utilities Select Sector SPDR ETF shares in Q1 2024, an estimated $20.7K.
  • Mitchell Sinkler & Starr first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
  • Mitchell Sinkler & Starr's State Street Utilities Select Sector SPDR ETF position peaked at $20.7K in Q4 2023.
  • 1,116 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2024, filed 30 Apr 2024.