9258 Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

9258 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 Q3	$464K	Sell	11,480 -134	-1%	-$4.97K	0.07%	213
2024 Q2	$396K	Sell	11,614 -592	-5%	-$20.3K	0.06%	227
2024 Q1	$401K	Buy	12,206 +976	+9%	+$30.5K	0.06%	228
2023 Q4	$356K	Sell	11,230 -9,222	-45%	-$282K	0.06%	226
2023 Q3	$603K	Sell	20,452 -436	-2%	-$14.1K	0.12%	156
2023 Q2	$683K	Buy	20,888 +3,480	+20%	+$117K	0.13%	144
2023 Q1	$589K	Buy	17,408 +4,928	+39%	+$167K	0.12%	157
2022 Q4	$440K	Sell	12,480 -262	-2%	-$8.91K	0.1%	192
2022 Q3	$417K	Buy	12,742 +3,200	+34%	+$117K	0.11%	186
2022 Q2	$335K	Buy	+9,542	New	+$345K	0.09%	230

Other funds holding XLU

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MMH

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

9258 Wealth Management's XLU Position: Q3 2024 in Review

9258 Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.2% in Q3 2024, selling an estimated $4.97K and leaving 11,480 shares worth $464K. The position accounts for 0.07% of the portfolio, ranked #213.

9258 Wealth Management first reported a position in XLU in Q2 2022 and has held it in 10 quarters since. The position peaked at $683K in Q2 2023. 1,300 funds tracked by Wall St. Rank hold XLU as of Q3 2024.

9258 Wealth Management held 11,480 shares of State Street Utilities Select Sector SPDR ETF worth $464K as of Q3 2024.
9258 Wealth Management sold 134 State Street Utilities Select Sector SPDR ETF shares in Q3 2024, an estimated $4.97K.
State Street Utilities Select Sector SPDR ETF made up 0.07% of 9258 Wealth Management's portfolio in Q3 2024, its #213 holding.
9258 Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 10 quarters since.
9258 Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $683K in Q2 2023.
1,300 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.