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

Zions Bancorporation’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 Q4	$39.4K	Buy	+1,040	New	+$41.3K	﹤0.01%	442
2021 Q2	–	Sell	-5,330	Closed	-$171K	–	1015
2021 Q1	$171K	Hold	5,330	–	–	0.02%	294
2020 Q4	$167K	Sell	5,330 -76	-1%	-$2.4K	0.02%	277
2020 Q3	$160K	Buy	5,406 +76	+1%	+$2.25K	0.02%	252
2020 Q2	$150K	Hold	5,330	–	–	0.02%	244
2020 Q1	$148K	Buy	5,330 +1,684	+46%	+$53.9K	0.03%	219
2019 Q4	$118K	Buy	3,646 +62	+2%	+$1.97K	0.02%	297
2019 Q3	$116K	Buy	3,584 +584	+19%	+$18K	0.02%	320
2019 Q2	$89K	Sell	3,000 -4,226	-58%	-$124K	0.01%	320
2019 Q1	$210K	Sell	7,226 -488	-6%	-$13.6K	0.03%	205
2018 Q4	$204K	Sell	7,714 -728	-9%	-$19.8K	0.15%	74
2018 Q3	$222K	Buy	8,442 +2,206	+35%	+$58.6K	0.05%	163
2018 Q2	$162K	Buy	+6,236	New	+$157K	0.11%	105
2017 Q4	–	Sell	-12,404	Closed	-$329K	–	989
2017 Q3	$329K	Buy	12,404 +11,604	+1,451%	+$311K	0.05%	201
2017 Q2	$21K	Hold	800	–	–	﹤0.01%	284
2017 Q1	$21K	Hold	800	–	–	﹤0.01%	276
2016 Q4	$19K	Hold	800	–	–	﹤0.01%	390
2016 Q3	$20K	Hold	800	–	–	﹤0.01%	381
2016 Q2	$21K	Buy	+800	New	+$19.7K	﹤0.01%	326

Other funds holding XLU

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Zions Bancorporation's XLU Position: Q4 2024 in Review

Zions Bancorporation opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024: 1,040 shares worth $39.4K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: Zions Bancorporation previously reported a position in XLU as recently as Q1 2021.

Zions Bancorporation first reported a position in XLU in Q2 2016 and has held it in 19 quarters since. The position peaked at $329K in Q3 2017. 1,360 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Zions Bancorporation held 1,040 shares of State Street Utilities Select Sector SPDR ETF worth $39.4K as of Q4 2024.
State Street Utilities Select Sector SPDR ETF was a new Zions Bancorporation position in Q4 2024.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #442 holding.
Zions Bancorporation first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2016 and has held it in 19 quarters since.
Zions Bancorporation's State Street Utilities Select Sector SPDR ETF position peaked at $329K in Q3 2017.
1,360 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.