Pariax’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Pariax’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 Q4	$4.1M	Buy	+129,508	New	+$3.96M	9.25%	5

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pariax's XLU Position: Q4 2023 in Review

Pariax opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2023: 129,508 shares worth $4.1M. The stake represents 9.25% of the portfolio and ranks #5 among its holdings.

1,147 funds tracked by Wall St. Rank hold XLU as of Q4 2023.

Pariax held 129,508 shares of State Street Utilities Select Sector SPDR ETF worth $4.1M as of Q4 2023.
State Street Utilities Select Sector SPDR ETF was a new Pariax position in Q4 2023.
State Street Utilities Select Sector SPDR ETF made up 9.25% of Pariax's portfolio in Q4 2023, its #5 holding.
1,147 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2023.

Based on Pariax's 13F filing for Q4 2023, filed 14 Feb 2024.