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

VitalStone Financial’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	$410K	Buy	10,144 +2,478	+32%	+$91.9K	0.28%	74
2024 Q2	$261K	Buy	7,666 +7,630	+21,194%	+$262K	0.19%	95
2024 Q1	$1K	Sell	36 -100	-74%	-$3.12K	﹤0.01%	456
2023 Q4	$4K	Hold	136	–	–	﹤0.01%	352
2023 Q3	$4K	Buy	+136	New	+$4.38K	﹤0.01%	324

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

VitalStone Financial's XLU Position: Q3 2024 in Review

VitalStone Financial increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 32% in Q3 2024, buying an estimated $91.9K and bringing the position to 10,144 shares worth $410K. The position accounts for 0.28% of the portfolio, ranked #74.

VitalStone Financial first reported a position in XLU in Q3 2023 and has held it in 5 quarters since. 1,300 funds tracked by Wall St. Rank hold XLU as of Q3 2024.

VitalStone Financial held 10,144 shares of State Street Utilities Select Sector SPDR ETF worth $410K as of Q3 2024.
VitalStone Financial bought 2,478 State Street Utilities Select Sector SPDR ETF shares in Q3 2024, an estimated $91.9K.
State Street Utilities Select Sector SPDR ETF made up 0.28% of VitalStone Financial's portfolio in Q3 2024, its #74 holding.
VitalStone Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and has held it in 5 quarters since.
1,300 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.