Capital Directions Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Capital Directions Investment Advisors’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	$16.9K	Buy	+480	New	+$16.3K	0.01%	188
2022 Q3	–	Sell	-480	Closed	-$17.6K	–	173
2022 Q2	$17K	Hold	480	–	–	0.01%	192
2022 Q1	$18K	Buy	+480	New	+$16.6K	0.01%	208
2021 Q4	–	Sell	-480	Closed	-$15K	–	245
2021 Q3	$15K	Hold	480	–	–	﹤0.01%	219
2021 Q2	$15K	Buy	+480	New	+$15.7K	﹤0.01%	194
2021 Q1	–	Sell	-480	Closed	-$15K	–	366
2020 Q4	$15K	Hold	480	–	–	0.01%	169
2020 Q3	$14K	Hold	480	–	–	0.01%	175
2020 Q2	$14K	Hold	480	–	–	0.01%	177
2020 Q1	$13K	Hold	480	–	–	0.01%	192
2019 Q4	$16K	Hold	480	–	–	0.01%	206
2019 Q3	$16K	Buy	+480	New	+$14.8K	0.01%	199
2019 Q2	–	Sell	-480	Closed	-$14K	–	103
2019 Q1	$14K	Buy	+480	New	+$13.3K	﹤0.01%	83
2017 Q3	–	Sell	-210	Closed	-$5K	–	122
2017 Q2	$5K	Buy	+210	New	+$5.51K	﹤0.01%	95

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 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Directions Investment Advisors's XLU Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022: 480 shares worth $16.9K. The stake represents 0.01% of the portfolio and ranks #188 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in XLU as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in XLU in Q2 2017 and has held it in 13 quarters since. The position peaked at $18K in Q1 2022. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

Capital Directions Investment Advisors held 480 shares of State Street Utilities Select Sector SPDR ETF worth $16.9K as of Q4 2022.
State Street Utilities Select Sector SPDR ETF was a new Capital Directions Investment Advisors position in Q4 2022.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #188 holding.
Capital Directions Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2017 and has held it in 13 quarters since.
Capital Directions Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $18K in Q1 2022.
1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.