J. Arnold Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

J. Arnold 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
2023 Q2	–	Sell	-728	Closed	-$24.6K	–	55
2023 Q1	$24.6K	Hold	728	–	–	0.01%	47
2022 Q4	$25.7K	Hold	728	–	–	0.01%	63
2022 Q3	$24K	Hold	728	–	–	0.01%	38
2022 Q2	$26K	Hold	728	–	–	0.02%	31
2022 Q1	$27K	Hold	728	–	–	0.01%	34
2021 Q4	$26K	Sell	728 -6,550	-90%	-$221K	0.01%	44
2021 Q3	$232K	Buy	+7,278	New	+$243K	0.11%	35
2021 Q1	–	Sell	-1,000	Closed	-$31K	–	117
2020 Q4	$31K	Sell	1,000 -420	-30%	-$13.3K	0.02%	60
2020 Q3	$42K	Sell	1,420 -22,842	-94%	-$678K	0.03%	43
2020 Q2	$685K	Buy	24,262 +23,226	+2,242%	+$670K	0.57%	16
2020 Q1	$29K	Sell	1,036 -4,570	-82%	-$146K	0.08%	24
2019 Q4	$181K	Buy	+5,606	New	+$178K	0.23%	46

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

J. Arnold Wealth Management's XLU Position: Q2 2023 in Review

J. Arnold Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2023, closing a stake of 728 shares — an estimated $24.6K sold.

J. Arnold Wealth Management first reported a position in XLU in Q4 2019 and held it in 12 quarters. The position peaked at $685K in Q2 2020. 1,105 funds tracked by Wall St. Rank hold XLU as of Q2 2023.

J. Arnold Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 728 State Street Utilities Select Sector SPDR ETF shares in Q2 2023, an estimated $24.6K.
J. Arnold Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and held it in 12 quarters.
J. Arnold Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $685K in Q2 2020.
1,105 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2023.

Based on J. Arnold Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.