Center for Financial Planning’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Center for Financial Planning’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 Q3	–	Sell	-1,306	Closed	-$46K	–	691
2022 Q2	$46K	Hold	1,306	–	–	0.01%	225
2022 Q1	$49K	Hold	1,306	–	–	0.01%	230
2021 Q4	$47K	Hold	1,306	–	–	0.01%	237
2021 Q3	$42K	Hold	1,306	–	–	0.01%	239
2021 Q2	$41K	Hold	1,306	–	–	0.01%	239
2021 Q1	$42K	Sell	1,306 -530	-29%	-$16.4K	0.01%	233
2020 Q4	$58K	Buy	1,836 +530	+41%	+$16.8K	0.02%	191
2020 Q3	$39K	Hold	1,306	–	–	0.01%	208
2020 Q2	$37K	Hold	1,306	–	–	0.01%	208
2020 Q1	$36K	Buy	+1,306	New	+$41.8K	0.01%	204

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Center for Financial Planning's XLU Position: Q3 2022 in Review

Center for Financial Planning sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2022, closing a stake of 1,306 shares — an estimated $46K sold.

Center for Financial Planning first reported a position in XLU in Q1 2020 and held it in 10 quarters. The position peaked at $58K in Q4 2020. 1,101 funds tracked by Wall St. Rank hold XLU as of Q3 2022.

Center for Financial Planning reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Center for Financial Planning sold 1,306 State Street Utilities Select Sector SPDR ETF shares in Q3 2022, an estimated $46K.
Center for Financial Planning first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and held it in 10 quarters.
Center for Financial Planning's State Street Utilities Select Sector SPDR ETF position peaked at $58K in Q4 2020.
1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2022.

Based on Center for Financial Planning's 13F filing for Q3 2022, filed 14 Oct 2022.