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JGP Global Gestao de Recursos’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

JGP Global Gestao de Recursos’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
Q1 		– Sell
-8,288
Closed -$292K – 72
2022
Q4 		$292K Buy
+8,288
New +$282K 0.21% 43

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

JGP Global Gestao de Recursos's XLU Position: Q1 2023 in Review

JGP Global Gestao de Recursos sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 8,288 shares — an estimated $292K sold.

JGP Global Gestao de Recursos first reported a position in XLU in Q4 2022 and held it in 1 quarter. The position peaked at $292K in Q4 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

  • JGP Global Gestao de Recursos reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • JGP Global Gestao de Recursos sold 8,288 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $292K.
  • JGP Global Gestao de Recursos first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • JGP Global Gestao de Recursos's State Street Utilities Select Sector SPDR ETF position peaked at $292K in Q4 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on JGP Global Gestao de Recursos's 13F filing for Q1 2023, filed 5 May 2023.