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

CFO4Life’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	$634K	Buy	+17,990	New	+$612K	0.13%	91

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 $1.89T AUM 35.08% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFO4Life's XLU Position: Q4 2022 in Review

CFO4Life opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022: 17,990 shares worth $634K. The stake represents 0.13% of the portfolio and ranks #91 among its holdings.

1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

CFO4Life held 17,990 shares of State Street Utilities Select Sector SPDR ETF worth $634K as of Q4 2022.
State Street Utilities Select Sector SPDR ETF was a new CFO4Life position in Q4 2022.
State Street Utilities Select Sector SPDR ETF made up 0.13% of CFO4Life's portfolio in Q4 2022, its #91 holding.
1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.