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

Domani Wealth’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	–	Sell	-18,172	Closed	-$595K	–	118
2022 Q3	$595K	Hold	18,172	–	–	0.17%	56
2022 Q2	$637K	Hold	18,172	–	–	0.17%	58
2022 Q1	$677K	Sell	18,172 -1,200	-6%	-$41.6K	0.15%	66
2021 Q4	$693K	Buy	19,372 +1,200	+7%	+$40.5K	0.14%	63
2021 Q3	$580K	Hold	18,172	–	–	0.12%	66
2021 Q2	$575K	Sell	18,172 -46	-0.3%	-$1.51K	0.12%	68
2021 Q1	$583K	Buy	18,218 +46	+0.3%	+$1.43K	0.11%	64
2020 Q4	$570K	Buy	18,172 +4,478	+33%	+$142K	0.12%	63
2020 Q3	$407K	Buy	13,694 +3,126	+30%	+$92.8K	0.09%	78
2020 Q2	$298K	Buy	+10,568	New	+$305K	0.07%	97
2018 Q4	–	Sell	-8,306	Closed	-$219K	–	115
2018 Q3	$219K	Buy	+8,306	New	+$221K	0.09%	95

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Domani Wealth's XLU Position: Q4 2022 in Review

Domani Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022, closing a stake of 18,172 shares — an estimated $595K sold.

Domani Wealth first reported a position in XLU in Q3 2018 and held it in 11 quarters. The position peaked at $693K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

Domani Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Domani Wealth sold 18,172 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $595K.
Domani Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2018 and held it in 11 quarters.
Domani Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $693K in Q4 2021.
1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on Domani Wealth's 13F filing for Q4 2022, filed 23 Jan 2023.