PEAK6 Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

PEAK6 Investments’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	–	Sell	-49,650	Closed	-$1.52M	–	4927
2023 Q3	$1.46M	Buy	+49,650	New	+$1.6M	0.01%	1557
2021 Q2	–	Sell	-112,240	Closed	-$3.67M	–	5866
2021 Q1	$3.59M	Buy	112,240 +111,426	+13,689%	+$3.46M	0.01%	1327
2020 Q4	$26K	Buy	+814	New	+$25.8K	﹤0.01%	4310
2020 Q3	–	Sell	-158,386	Closed	-$4.7M	–	4996
2020 Q2	$4.47M	Buy	+158,386	New	+$4.57M	0.02%	888

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 $14.7B AUM 47% 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

PEAK6 Investments's XLU Position: Q4 2023 in Review

PEAK6 Investments sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2023, closing a stake of 49,650 shares — an estimated $1.52M sold.

PEAK6 Investments first reported a position in XLU in Q2 2020 and held it in 4 quarters. The position peaked at $4.47M in Q2 2020. 1,147 funds tracked by Wall St. Rank hold XLU as of Q4 2023.

PEAK6 Investments reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
PEAK6 Investments sold 49,650 State Street Utilities Select Sector SPDR ETF shares in Q4 2023, an estimated $1.52M.
PEAK6 Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and held it in 4 quarters.
PEAK6 Investments's State Street Utilities Select Sector SPDR ETF position peaked at $4.47M in Q2 2020.
1,147 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2023.

Based on PEAK6 Investments's 13F filing for Q4 2023, filed 13 Feb 2024.