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

IAM Advisory’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
-5,144
Closed -$208K – 109
2024
Q3 		$208K Buy
+5,144
New +$191K 0.05% 99

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IAM Advisory's XLU Position: Q4 2024 in Review

IAM Advisory sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 5,144 shares — an estimated $208K sold.

IAM Advisory first reported a position in XLU in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 1,363 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

  • IAM Advisory reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • IAM Advisory sold 5,144 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $208K.
  • IAM Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • IAM Advisory's State Street Utilities Select Sector SPDR ETF position peaked at $208K in Q3 2024.
  • 1,363 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on IAM Advisory's 13F filing for Q4 2024, filed 15 Jan 2025.