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

Gratus 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
-14,848
Closed -$478K – 139
2024
Q1 		$478K Sell
14,848
-186,612
-93% -$5.83M 0.09% 91
2023
Q4 		$6.38M Buy
+201,460
New +$6.16M 1.26% 19

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Gratus Wealth Advisors's XLU Position: Q2 2024 in Review

Gratus Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2024, closing a stake of 14,848 shares — an estimated $478K sold.

Gratus Wealth Advisors first reported a position in XLU in Q4 2023 and held it in 2 quarters. The position peaked at $6.38M in Q4 2023. 1,193 funds tracked by Wall St. Rank hold XLU as of Q2 2024.

  • Gratus Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Gratus Wealth Advisors sold 14,848 State Street Utilities Select Sector SPDR ETF shares in Q2 2024, an estimated $478K.
  • Gratus Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • Gratus Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $6.38M 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 Gratus Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.