GA
XLU icon

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

GFS 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
Q4 		– Sell
-6,910
Closed -$279K – 159
2024
Q3 		$279K Sell
6,910
-9,790
-59% -$363K 0.06% 100
2024
Q2 		$212K Buy
16,700
+8,490
+103% +$292K 0.03% 142
2024
Q1 		$269K Sell
8,210
-3,000
-27% -$93.6K 0.04% 127
2023
Q4 		$355K Buy
11,210
+52
+0.5% +$1.59K 0.05% 126
2023
Q3 		$329K Hold
11,158
– – 0.05% 128
2023
Q2 		$365K Buy
11,158
+4,980
+81% +$168K 0.08% 105
2023
Q1 		$209K Sell
6,178
-3,000
-33% -$102K 0.05% 127
2022
Q4 		$324K Buy
9,178
+1,000
+12% +$34K 0.07% 110
2022
Q3 		$268K Hold
8,178
– – 0.06% 119
2022
Q2 		$287K Sell
8,178
-6,396
-44% -$232K 0.06% 119
2022
Q1 		$543K Buy
14,574
+200
+1% +$6.93K 0.11% 117
2021
Q4 		$514K Buy
14,374
+2,000
+16% +$67.5K 0.08% 130
2021
Q3 		$395K Buy
+12,374
New +$414K 0.09% 135

Other funds holding XLU

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return