Advocate Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Advocate Group’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
2023 Q4	–	Sell	-6,948	Closed	-$205K	–	121
2023 Q3	$205K	Buy	+6,948	New	+$224K	0.05%	114

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

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

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

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

Advocate Group's XLU Position: Q4 2023 in Review

Advocate Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2023, closing a stake of 6,948 shares — an estimated $205K sold.

Advocate Group first reported a position in XLU in Q3 2023 and held it in 1 quarter. The position peaked at $205K in Q3 2023. 1,147 funds tracked by Wall St. Rank hold XLU as of Q4 2023.

Advocate Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Advocate Group sold 6,948 State Street Utilities Select Sector SPDR ETF shares in Q4 2023, an estimated $205K.
Advocate Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
Advocate Group's State Street Utilities Select Sector SPDR ETF position peaked at $205K in Q3 2023.
1,147 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2023.

Based on Advocate Group's 13F filing for Q4 2023, filed 19 Jan 2024.