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

Gainplan’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 Q1	–	Sell	-9,100	Closed	-$321K	–	47
2022 Q4	$321K	Buy	+9,100	New	+$309K	0.77%	26

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Gainplan's XLU Position: Q1 2023 in Review

Gainplan sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 9,100 shares — an estimated $321K sold.

Gainplan first reported a position in XLU in Q4 2022 and held it in 1 quarter. The position peaked at $321K in Q4 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

Gainplan reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Gainplan sold 9,100 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $321K.
Gainplan first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
Gainplan's State Street Utilities Select Sector SPDR ETF position peaked at $321K in Q4 2022.
1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on Gainplan's 13F filing for Q1 2023, filed 24 Apr 2023.