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

SpiderRock Advisors’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	$349K	Buy	8,630 +2,430	+39%	+$90.1K	0.01%	709
2024 Q2	$211K	Buy	+6,200	New	+$213K	﹤0.01%	737

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 $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

SpiderRock Advisors's XLU Position: Q3 2024 in Review

SpiderRock Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 39% in Q3 2024, buying an estimated $90.1K and bringing the position to 8,630 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #709.

SpiderRock Advisors first reported a position in XLU in Q2 2024 and has held it in 2 quarters since. 1,300 funds tracked by Wall St. Rank hold XLU as of Q3 2024.

SpiderRock Advisors held 8,630 shares of State Street Utilities Select Sector SPDR ETF worth $349K as of Q3 2024.
SpiderRock Advisors bought 2,430 State Street Utilities Select Sector SPDR ETF shares in Q3 2024, an estimated $90.1K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #709 holding.
SpiderRock Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 2 quarters since.
1,300 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.