Dakota Wealth Management
Position in XLU — State Street(R) Utilities Select Sector SPDR(R) ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in XLU
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XLU | $9,904,346 | 215,828 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 XLU | $9,334,381 | 218,655 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 XLU | $4,566,097 | 104,715 | Shares | Sole | 2026-08-26 | |
| 2024-03-31 XLU | $3,325,467 | 101,309 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 XLU | $3,286,668 | 103,795 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 XLU | $3,104,344 | 105,357 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 XLU | $3,354,421 | 102,519 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 XLU | $2,172,476 | 64,189 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 XLU | $2,181,516 | 61,887 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 XLU | $2,021,867 | 61,727 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||