Corient Private Wealth LLC
Position in XLU — State Street(R) Utilities Select Sector SPDR(R) ETF
CIK 1948780
MIAMI, FL
All Filings in XLU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 XLU | $14,951,589 | 329,766 | Shares | Other | 2026-08-27 | |
| 2024-09-30 XLU | $6,932,176 | 171,631 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 XLU | $5,770,810 | 169,381 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 XLU | $7,036,367 | 214,360 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 XLU | $8,857,808 | 279,735 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 XLU | $5,940,261 | 201,604 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 XLU | $6,330,207 | 193,466 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 XLU | $6,085,737 | 179,812 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 XLU | $5,540,877 | 157,188 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||