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Annapolis Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Annapolis Financial Services’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
Q3 		– Sell
-288
Closed -$9.42K – 503
2023
Q2 		$9.42K Buy
+288
New +$9.7K ﹤0.01% 350

Other funds holding XLU

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Annapolis Financial Services's XLU Position: Q3 2023 in Review

Annapolis Financial Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2023, closing a stake of 288 shares — an estimated $9.42K sold.

Annapolis Financial Services first reported a position in XLU in Q2 2023 and held it in 1 quarter. The position peaked at $9.42K in Q2 2023. 1,063 funds tracked by Wall St. Rank hold XLU as of Q3 2023.

  • Annapolis Financial Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 288 State Street Utilities Select Sector SPDR ETF shares in Q3 2023, an estimated $9.42K.
  • Annapolis Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
  • Annapolis Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $9.42K in Q2 2023.
  • 1,063 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2023.

Based on Annapolis Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.