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Bull Oak Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bull Oak Capital’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
Q4 		– Sell
-65,268
Closed -$2.14M – 23
2022
Q3 		$2.14M Buy
+65,268
New +$2.39M 2.08% 14

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bull Oak Capital's XLU Position: Q4 2022 in Review

Bull Oak Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022, closing a stake of 65,268 shares — an estimated $2.14M sold.

Bull Oak Capital first reported a position in XLU in Q3 2022 and held it in 1 quarter. The position peaked at $2.14M in Q3 2022. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

  • Bull Oak Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Bull Oak Capital sold 65,268 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $2.14M.
  • Bull Oak Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and held it in 1 quarter.
  • Bull Oak Capital's State Street Utilities Select Sector SPDR ETF position peaked at $2.14M in Q3 2022.
  • 1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on Bull Oak Capital's 13F filing for Q4 2022, filed 13 Jan 2023.