Householder Group Estate & Retirement Specialist’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Householder Group Estate & Retirement Specialist’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	$542K	Sell	14,334 -1,442	-9%	-$57.2K	0.41%	41
2024 Q3	$637K	Sell	15,776 -7,056	-31%	-$262K	0.19%	109
2024 Q2	$777K	Buy	22,832 +14,488	+174%	+$498K	0.22%	101
2024 Q1	$274K	Sell	8,344 -220	-3%	-$6.87K	0.08%	198
2023 Q4	$271K	Sell	8,564 -6,580	-43%	-$201K	0.09%	200
2023 Q3	$446K	Buy	+15,144	New	+$488K	0.16%	118
2023 Q1	$395K	Buy	+11,672	New	+$396K	0.15%	132
2022 Q4	–	Sell	-12,336	Closed	-$404K	–	1188
2022 Q3	$404K	Buy	12,336 +3,460	+39%	+$127K	0.17%	129
2022 Q2	$311K	Buy	8,876 +282	+3%	+$10.2K	0.14%	149
2022 Q1	$320K	Sell	8,594 -68	-0.8%	-$2.36K	0.13%	157
2021 Q4	$310K	Buy	+8,662	New	+$292K	0.12%	164

Other funds holding XLU

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B 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) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XLU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.1% in Q4 2024, selling an estimated $57.2K and leaving 14,334 shares worth $542K. The position accounts for 0.41% of the portfolio, ranked #41.

Householder Group Estate & Retirement Specialist first reported a position in XLU in Q4 2021 and has held it in 11 quarters since. The position peaked at $777K in Q2 2024. 1,360 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Householder Group Estate & Retirement Specialist held 14,334 shares of State Street Utilities Select Sector SPDR ETF worth $542K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,442 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $57.2K.
State Street Utilities Select Sector SPDR ETF made up 0.41% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #41 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's State Street Utilities Select Sector SPDR ETF position peaked at $777K in Q2 2024.
1,360 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.