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

Buckingham Strategic 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
2024 Q2	$411K	Sell	12,068 -974	-7%	-$33.5K	﹤0.01%	515
2024 Q1	$428K	Buy	13,042 +512	+4%	+$16K	﹤0.01%	504
2023 Q4	$397K	Buy	12,530 +2,938	+31%	+$89.8K	﹤0.01%	499
2023 Q3	$283K	Sell	9,592 -3,598	-27%	-$116K	﹤0.01%	539
2023 Q2	$432K	Buy	13,190 +2,378	+22%	+$80.1K	0.01%	456
2023 Q1	$381K	Hold	10,812	–	–	0.01%	439
2022 Q4	$381K	Sell	10,812 -778	-7%	-$26.4K	0.01%	441
2022 Q3	$380K	Buy	11,590 +1,370	+13%	+$50.2K	0.01%	418
2022 Q2	$358K	Buy	10,220 +4,556	+80%	+$165K	0.01%	435
2022 Q1	$211K	Sell	5,664 -784	-12%	-$27.2K	﹤0.01%	556
2021 Q4	$231K	Buy	6,448 +18	+0.3%	+$607	﹤0.01%	537
2021 Q3	$205K	Buy	+6,430	New	+$215K	﹤0.01%	564
2020 Q3	–	Sell	-18,524	Closed	-$523K	–	498
2020 Q2	$523K	Buy	+18,524	New	+$534K	0.05%	214
2020 Q1	–	Sell	-7,360	Closed	-$238K	–	522
2019 Q4	$238K	Hold	7,360	–	–	0.02%	404
2019 Q3	$238K	Buy	+7,360	New	+$227K	0.03%	368
2013 Q3	–	Sell	-22,480	Closed	-$423K	–	145
2013 Q2	$423K	Buy	+22,480	New	+$441K	0.24%	72

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

HIIFS

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Buckingham Strategic Wealth's XLU Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.5% in Q2 2024, selling an estimated $33.5K and leaving 12,068 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Buckingham Strategic Wealth first reported a position in XLU in Q2 2013 and has held it in 16 quarters since. The position peaked at $523K in Q2 2020. 1,193 funds tracked by Wall St. Rank hold XLU as of Q2 2024.

Buckingham Strategic Wealth held 12,068 shares of State Street Utilities Select Sector SPDR ETF worth $411K as of Q2 2024.
Buckingham Strategic Wealth sold 974 State Street Utilities Select Sector SPDR ETF shares in Q2 2024, an estimated $33.5K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #515 holding.
Buckingham Strategic Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 16 quarters since.
Buckingham Strategic Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $523K in Q2 2020.
1,193 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.