CFO4Life Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

CFO4Life Group’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 Q3	–	Sell	-12,402	Closed	-$406K	–	185
2023 Q2	$406K	Sell	12,402 -1,262	-9%	-$42.5K	0.09%	114
2023 Q1	$462K	Sell	13,664 -4,326	-24%	-$147K	0.11%	101
2022 Q4	$634K	Sell	17,990 -686	-4%	-$23.3K	0.13%	91
2022 Q3	$612K	Buy	18,676 +884	+5%	+$32.4K	0.16%	70
2022 Q2	$612K	Sell	17,792 -1,302	-7%	-$47.1K	0.15%	73
2022 Q1	$711K	Buy	+19,094	New	+$662K	0.15%	73

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

CFO4Life Group's XLU Position: Q3 2023 in Review

CFO4Life Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2023, closing a stake of 12,402 shares — an estimated $406K sold.

CFO4Life Group first reported a position in XLU in Q1 2022 and held it in 6 quarters. The position peaked at $711K in Q1 2022. 1,063 funds tracked by Wall St. Rank hold XLU as of Q3 2023.

CFO4Life Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
CFO4Life Group sold 12,402 State Street Utilities Select Sector SPDR ETF shares in Q3 2023, an estimated $406K.
CFO4Life Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
CFO4Life Group's State Street Utilities Select Sector SPDR ETF position peaked at $711K in Q1 2022.
1,063 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2023.

Based on CFO4Life Group's 13F filing for Q3 2023, filed 30 Oct 2023.