Clearview Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-1,754	Closed	-$57.4K	–	659
2023 Q2	$57.4K	Sell	1,754 -230	-12%	-$7.74K	0.06%	188
2023 Q1	$67.2K	Buy	1,984 +18	+0.9%	+$610	0.07%	176
2022 Q4	$69.3K	Buy	1,966 +10	+0.5%	+$340	0.05%	146
2022 Q3	$64K	Buy	1,956 +10	+0.5%	+$366	0.05%	151
2022 Q2	$68K	Buy	1,946 +8	+0.4%	+$290	0.05%	157
2022 Q1	$72K	Sell	1,938 -962	-33%	-$33.4K	0.05%	168
2021 Q4	$104K	Buy	2,900 +670	+30%	+$22.6K	0.06%	152
2021 Q3	$71K	Buy	2,230 +2,030	+1,015%	+$67.9K	0.05%	205
2021 Q2	$6K	Hold	200	–	–	﹤0.01%	497
2021 Q1	$6K	Hold	200	–	–	﹤0.01%	474
2020 Q4	$6K	Buy	+200	New	+$6.33K	﹤0.01%	437

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

Clearview Wealth Advisors's XLU Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2023, closing a stake of 1,754 shares — an estimated $57.4K sold.

Clearview Wealth Advisors first reported a position in XLU in Q4 2020 and held it in 11 quarters. The position peaked at $104K in Q4 2021. 1,063 funds tracked by Wall St. Rank hold XLU as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,754 State Street Utilities Select Sector SPDR ETF shares in Q3 2023, an estimated $57.4K.
Clearview Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $104K in Q4 2021.
1,063 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.