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

Alaethes Wealth’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
2022 Q2	–	Sell	-726	Closed	-$27K	–	298
2022 Q1	$27K	Buy	726 +58	+9%	+$2.01K	0.02%	157
2021 Q4	$24K	Buy	668 +2	+0.3%	+$67	0.02%	164
2021 Q3	$21K	Buy	666 +44	+7%	+$1.47K	0.02%	161
2021 Q2	$20K	Buy	+622	New	+$20.4K	0.02%	159

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

Alaethes Wealth's XLU Position: Q2 2022 in Review

Alaethes Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2022, closing a stake of 726 shares — an estimated $27K sold.

Alaethes Wealth first reported a position in XLU in Q2 2021 and held it in 4 quarters. The position peaked at $27K in Q1 2022. 1,112 funds tracked by Wall St. Rank hold XLU as of Q2 2022.

Alaethes Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 726 State Street Utilities Select Sector SPDR ETF shares in Q2 2022, an estimated $27K.
Alaethes Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $27K in Q1 2022.
1,112 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.