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Caliber Wealth Management (Utah)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		– Sell
-42,028
Closed -$1.48M – 92
2022
Q4 		$1.48M Buy
+42,028
New +$1.43M 1.13% 39

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Caliber Wealth Management (Utah)'s XLU Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 42,028 shares — an estimated $1.48M sold.

Caliber Wealth Management (Utah) first reported a position in XLU in Q4 2022 and held it in 1 quarter. The position peaked at $1.48M in Q4 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 42,028 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $1.48M.
  • Caliber Wealth Management (Utah) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s State Street Utilities Select Sector SPDR ETF position peaked at $1.48M in Q4 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.