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

EdgeRock Capital’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
-288
Closed -$9K – 413
2022
Q3 		$9K Buy
+288
New +$10.6K 0.01% 216

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EdgeRock Capital's XLU Position: Q4 2022 in Review

EdgeRock Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022, closing a stake of 288 shares — an estimated $9K sold.

EdgeRock Capital first reported a position in XLU in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

  • EdgeRock Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • EdgeRock Capital sold 288 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $9K.
  • EdgeRock Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and held it in 1 quarter.
  • EdgeRock Capital's State Street Utilities Select Sector SPDR ETF position peaked at $9K in Q3 2022.
  • 1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.