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

Financial Synergies 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
2024 Q2	–	Sell	-342	Closed	-$11.2K	–	489
2024 Q1	$11.2K	Hold	342	–	–	﹤0.01%	241
2023 Q4	$12.1K	Hold	342	–	–	﹤0.01%	174
2023 Q3	$10.1K	Hold	342	–	–	﹤0.01%	234
2023 Q2	$11.2K	Hold	342	–	–	﹤0.01%	221
2023 Q1	$11.6K	Hold	342	–	–	﹤0.01%	228
2022 Q4	$12.1K	Hold	342	–	–	﹤0.01%	174
2022 Q3	$11.2K	Hold	342	–	–	﹤0.01%	156
2022 Q2	$12K	Buy	+342	New	+$12.4K	﹤0.01%	157

Other funds holding XLU

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

HIIFS

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Financial Synergies Wealth Advisors's XLU Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2024, closing a stake of 342 shares — an estimated $11.2K sold.

Financial Synergies Wealth Advisors first reported a position in XLU in Q2 2022 and held it in 8 quarters. The position peaked at $12.1K in Q4 2023. 1,193 funds tracked by Wall St. Rank hold XLU as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 342 State Street Utilities Select Sector SPDR ETF shares in Q2 2024, an estimated $11.2K.
Financial Synergies Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $12.1K in Q4 2023.
1,193 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.