Evelyn V. Moreno’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Evelyn V. Moreno’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 Q4	–	Sell	-56,112	Closed	-$1.65M	–	152
2023 Q3	$1.65M	Sell	56,112 -53,698	-49%	-$1.73M	0.36%	59
2023 Q2	$3.59M	Buy	109,810 +424	+0.4%	+$14.3K	0.77%	48
2023 Q1	$3.7M	Buy	109,386 +10,302	+10%	+$349K	0.84%	48
2022 Q4	$3.49M	Buy	99,084 +46,256	+88%	+$1.57M	0.81%	50
2022 Q3	$1.73M	Buy	+52,828	New	+$1.94M	0.78%	49
2020 Q4	–	Sell	-14,044	Closed	-$417K	–	67
2020 Q3	$417K	Sell	14,044 -60	-0.4%	-$1.78K	0.11%	62
2020 Q2	$398K	Sell	14,104 -400	-3%	-$11.5K	0.12%	60
2020 Q1	$402K	Sell	14,504 -210	-1%	-$6.72K	0.14%	60
2019 Q4	$475K	Sell	14,714 -100	-0.7%	-$3.18K	0.13%	58
2019 Q3	$479K	Buy	+14,814	New	+$457K	0.13%	58
2019 Q2	–	Sell	-14,814	Closed	-$431K	–	66
2019 Q1	$431K	Hold	14,814	–	–	0.13%	58
2018 Q4	$392K	Hold	14,814	–	–	0.13%	57
2018 Q3	$389K	Sell	14,814 -1,200	-7%	-$31.9K	0.11%	59
2018 Q2	$416K	Hold	16,014	–	–	0.12%	56
2018 Q1	$405K	Buy	16,014 +1,100	+7%	+$27.5K	0.12%	55
2017 Q4	$393K	Sell	14,914 -100	-0.7%	-$2.74K	0.12%	57
2017 Q3	$398K	Sell	15,014 -3,000	-17%	-$80.5K	0.12%	60
2017 Q2	$468K	Hold	18,014	–	–	0.14%	56
2017 Q1	$462K	Hold	18,014	–	–	0.14%	58
2016 Q4	$437K	Sell	18,014 -100	-0.6%	-$2.39K	0.16%	57
2016 Q3	$443K	Hold	18,114	–	–	0.16%	59
2016 Q2	$475K	Hold	18,114	–	–	0.18%	57
2016 Q1	$450K	Hold	18,114	–	–	0.17%	57
2015 Q4	$392K	Buy	18,114 +400	+2%	+$8.67K	0.16%	57
2015 Q3	$383K	Hold	17,714	–	–	0.16%	60
2015 Q2	$368K	Sell	17,714 -21,186	-54%	-$464K	0.15%	60
2015 Q1	$865K	Buy	38,900 +1,952	+5%	+$45.1K	0.33%	57
2014 Q4	$872K	Sell	36,948 -107,122	-74%	-$2.42M	0.32%	58
2014 Q3	$3.03M	Sell	144,070 -1,830	-1%	-$38.8K	1.16%	48
2014 Q2	$3.23M	Buy	145,900 +9,098	+7%	+$194K	1.21%	47
2014 Q1	$2.84M	Buy	136,802 +14,780	+12%	+$291K	1.12%	48
2013 Q4	$2.32M	Buy	+122,022	New	+$2.33M	0.96%	53

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evelyn V. Moreno's XLU Position: Q4 2023 in Review

Evelyn V. Moreno sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2023, closing a stake of 56,112 shares — an estimated $1.65M sold.

Evelyn V. Moreno first reported a position in XLU in Q4 2013 and held it in 32 quarters. The position peaked at $3.7M in Q1 2023. 1,147 funds tracked by Wall St. Rank hold XLU as of Q4 2023.

Evelyn V. Moreno reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Evelyn V. Moreno sold 56,112 State Street Utilities Select Sector SPDR ETF shares in Q4 2023, an estimated $1.65M.
Evelyn V. Moreno first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and held it in 32 quarters.
Evelyn V. Moreno's State Street Utilities Select Sector SPDR ETF position peaked at $3.7M in Q1 2023.
1,147 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.