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

Cedar 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	-4,450	Closed	-$180K	–	267
2024 Q3	$180K	Buy	4,450 +1,050	+31%	+$39K	0.06%	108
2024 Q2	$116K	Buy	+3,400	New	+$117K	0.04%	120
2024 Q1	–	Sell	-6,450	Closed	-$204K	–	362
2023 Q4	$204K	Sell	6,450 -3,188	-33%	-$97.5K	0.07%	106
2023 Q3	$284K	Hold	9,638	–	–	0.11%	86
2023 Q2	$315K	Hold	9,638	–	–	0.12%	79
2023 Q1	$326K	Hold	9,638	–	–	0.13%	73
2022 Q4	$340K	Sell	9,638 -1,000	-9%	-$34K	0.17%	69
2022 Q3	$348K	Hold	10,638	–	–	0.17%	78
2022 Q2	$373K	Sell	10,638 -400	-4%	-$14.5K	0.17%	75
2022 Q1	$411K	Hold	11,038	–	–	0.17%	83
2021 Q4	$395K	Buy	11,038 +340	+3%	+$11.5K	0.16%	92
2021 Q3	$342K	Hold	10,698	–	–	0.15%	87
2021 Q2	$338K	Buy	10,698 +248	+2%	+$8.12K	0.15%	85
2021 Q1	$335K	Sell	10,450 -2,000	-16%	-$62K	0.17%	85
2020 Q4	$390K	Sell	12,450 -202	-2%	-$6.39K	0.21%	74
2020 Q3	$376K	Hold	12,652	–	–	0.23%	67
2020 Q2	$357K	Hold	12,652	–	–	0.24%	58
2020 Q1	$351K	Buy	12,652 +2,400	+23%	+$76.8K	0.24%	55
2019 Q4	$331K	Hold	10,252	–	–	0.2%	55
2019 Q3	$332K	Hold	10,252	–	–	0.22%	47
2019 Q2	$306K	Hold	10,252	–	–	0.2%	44
2019 Q1	$298K	Buy	10,252 +202	+2%	+$5.62K	0.19%	43
2018 Q4	$266K	Buy	10,050 +3,000	+43%	+$81.5K	0.19%	43
2018 Q3	$186K	Hold	7,050	–	–	0.1%	58
2018 Q2	$183K	Hold	7,050	–	–	0.1%	53
2018 Q1	$178K	Buy	7,050 +4,050	+135%	+$101K	0.11%	57
2017 Q4	$79K	Hold	3,000	–	–	0.05%	81
2017 Q3	$80K	Sell	3,000 -5,800	-66%	-$156K	0.05%	84
2017 Q2	$229K	Hold	8,800	–	–	0.15%	44
2017 Q1	$226K	Hold	8,800	–	–	0.14%	47
2016 Q4	$214K	Hold	8,800	–	–	0.15%	48
2016 Q3	$216K	Hold	8,800	–	–	0.15%	31
2016 Q2	$231K	Hold	8,800	–	–	0.15%	34
2016 Q1	$218K	Buy	+8,800	New	+$203K	0.15%	24

Other funds holding XLU

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Cedar Wealth Management's XLU Position: Q4 2024 in Review

Cedar Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 4,450 shares — an estimated $180K sold.

Cedar Wealth Management first reported a position in XLU in Q1 2016 and held it in 34 quarters. The position peaked at $411K in Q1 2022. 1,359 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Cedar Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 4,450 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $180K.
Cedar Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and held it in 34 quarters.
Cedar Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $411K in Q1 2022.
1,359 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.