49 Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

49 Wealth Management’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	–	Sell	-5,118	Closed	-$207K	–	195
2024 Q3	$207K	Sell	5,118 -161,696	-97%	-$6M	0.03%	160
2024 Q2	$5.64M	Buy	+166,814	New	+$5.73M	1.11%	28

Other funds holding XLU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

49 Wealth Management's XLU Position: Q4 2024 in Review

49 Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 5,118 shares — an estimated $207K sold.

49 Wealth Management first reported a position in XLU in Q2 2024 and held it in 2 quarters. The position peaked at $5.64M in Q2 2024. 1,362 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

49 Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
49 Wealth Management sold 5,118 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $207K.
49 Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and held it in 2 quarters.
49 Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $5.64M in Q2 2024.
1,362 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on 49 Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.