HCWM
XLU icon

Harrison & Co Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Harrison & Co Wealth Management’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
2022
Q4 		$918K Sell
26,042
-1,496
-5% -$50.9K 0.89% 40
2022
Q3 		$902K Buy
27,538
+808
+3% +$29.6K 0.96% 29
2022
Q2 		$937K Buy
26,730
+1,204
+5% +$43.6K 0.89% 39
2022
Q1 		$950K Buy
25,526
+2,210
+9% +$76.6K 0.83% 45
2021
Q4 		$835K Buy
+23,316
New +$787K 0.7% 61

Other funds holding XLU

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return