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

Beaird Harris 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 Q4	–	Sell	-250	Closed	-$10.1K	–	544
2024 Q3	$10.1K	Hold	250	–	–	﹤0.01%	336
2024 Q2	$8.52K	Buy	+250	New	+$8.59K	﹤0.01%	388
2022 Q2	–	Sell	-400	Closed	-$13K	–	633
2022 Q1	$13K	Hold	400	–	–	﹤0.01%	299
2021 Q4	$13K	Buy	+400	New	+$13.5K	﹤0.01%	377

Other funds holding XLU

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beaird Harris Wealth Management's XLU Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 250 shares — an estimated $10.1K sold.

Beaird Harris Wealth Management first reported a position in XLU in Q4 2021 and held it in 4 quarters. The position peaked at $13K in Q1 2022. 1,363 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Beaird Harris Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 250 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $10.1K.
Beaird Harris Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Beaird Harris Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $13K in Q1 2022.
1,363 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.