Planning Capital Management Corporation’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Planning Capital Management Corporation’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 Q3	$337K	Buy	8,350 +200	+2%	+$7.42K	0.22%	66
2024 Q2	$278K	Sell	8,150 -120	-1%	-$4.12K	0.2%	72
2024 Q1	$271K	Buy	8,270 +4,620	+127%	+$144K	0.2%	67
2023 Q4	$116K	Buy	+3,650	New	+$112K	0.09%	123

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 $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Planning Capital Management Corporation's XLU Position: Q3 2024 in Review

Planning Capital Management Corporation increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.5% in Q3 2024, buying an estimated $7.42K and bringing the position to 8,350 shares worth $337K. The position accounts for 0.22% of the portfolio, ranked #66.

Planning Capital Management Corporation first reported a position in XLU in Q4 2023 and has held it in 4 quarters since. 1,300 funds tracked by Wall St. Rank hold XLU as of Q3 2024.

Planning Capital Management Corporation held 8,350 shares of State Street Utilities Select Sector SPDR ETF worth $337K as of Q3 2024.
Planning Capital Management Corporation bought 200 State Street Utilities Select Sector SPDR ETF shares in Q3 2024, an estimated $7.42K.
State Street Utilities Select Sector SPDR ETF made up 0.22% of Planning Capital Management Corporation's portfolio in Q3 2024, its #66 holding.
Planning Capital Management Corporation first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
1,300 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.