4J Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

4J 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 Q2	–	Sell	-23,982	Closed	-$787K	–	90
2024 Q1	$787K	Buy	23,982 +92	+0.4%	+$2.87K	0.68%	33
2023 Q4	$756K	Buy	+23,890	New	+$730K	0.69%	32
2022 Q3	–	Sell	-126,588	Closed	-$4.44M	–	76
2022 Q2	$4.44M	Sell	126,588 -4,080	-3%	-$148K	5.58%	4
2022 Q1	$4.87M	Buy	130,668 +3,380	+3%	+$117K	4.26%	5
2021 Q4	$4.56M	Buy	127,288 +10,160	+9%	+$343K	3.83%	5
2021 Q3	$3.74M	Buy	117,128 +2,974	+3%	+$99.4K	3.25%	6
2021 Q2	$3.61M	Buy	114,154 +15,660	+16%	+$513K	3.15%	6
2021 Q1	$3.15M	Buy	98,494 +3,344	+4%	+$104K	2.93%	6
2020 Q4	$2.98M	Buy	+95,150	New	+$3.01M	2.87%	6

Other funds holding XLU

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

4J Wealth Management's XLU Position: Q2 2024 in Review

4J Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2024, closing a stake of 23,982 shares — an estimated $787K sold.

4J Wealth Management first reported a position in XLU in Q4 2020 and held it in 9 quarters. The position peaked at $4.87M in Q1 2022. 1,193 funds tracked by Wall St. Rank hold XLU as of Q2 2024.

4J Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
4J Wealth Management sold 23,982 State Street Utilities Select Sector SPDR ETF shares in Q2 2024, an estimated $787K.
4J Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 9 quarters.
4J Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $4.87M in Q1 2022.
1,193 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2024.

Based on 4J Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.