PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	-13,942	Closed	-$411K	–	337
2023 Q3	$411K	Buy	+13,942	New	+$449K	0.3%	47

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 $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XLU Position: Q4 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2023, closing a stake of 13,942 shares — an estimated $411K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XLU in Q3 2023 and held it in 1 quarter. The position peaked at $411K in Q3 2023. 1,147 funds tracked by Wall St. Rank hold XLU as of Q4 2023.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 13,942 State Street Utilities Select Sector SPDR ETF shares in Q4 2023, an estimated $411K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street Utilities Select Sector SPDR ETF position peaked at $411K in Q3 2023.
1,147 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2023, filed 7 Aug 2026.