Kades & Cheifetz’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Kades & Cheifetz’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	$605K	Sell	15,976 -364	-2%	-$14.4K	0.31%	61
2024 Q3	$660K	Buy	16,340 +148	+0.9%	+$5.49K	0.38%	53
2024 Q2	$552K	Buy	16,192 +368	+2%	+$12.6K	0.35%	56
2024 Q1	$519K	Buy	15,824 +196	+1%	+$6.12K	0.33%	54
2023 Q4	$495K	Buy	15,628 +1,836	+13%	+$56.1K	0.35%	53
2023 Q3	$406K	Sell	13,792 -526	-4%	-$17K	0.32%	55
2023 Q2	$468K	Sell	14,318 -126	-0.9%	-$4.24K	0.36%	54
2023 Q1	$489K	Buy	14,444 +104	+0.7%	+$3.52K	0.39%	52
2022 Q4	$505K	Buy	+14,340	New	+$488K	0.42%	47

Other funds holding XLU

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $377B AUM 19.32% 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

Kades & Cheifetz's XLU Position: Q4 2024 in Review

Kades & Cheifetz reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.2% in Q4 2024, selling an estimated $14.4K and leaving 15,976 shares worth $605K. The position accounts for 0.31% of the portfolio, ranked #61.

Kades & Cheifetz first reported a position in XLU in Q4 2022 and has held it in 9 quarters since. The position peaked at $660K in Q3 2024. 1,359 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Kades & Cheifetz held 15,976 shares of State Street Utilities Select Sector SPDR ETF worth $605K as of Q4 2024.
Kades & Cheifetz sold 364 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $14.4K.
State Street Utilities Select Sector SPDR ETF made up 0.31% of Kades & Cheifetz's portfolio in Q4 2024, its #61 holding.
Kades & Cheifetz first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's State Street Utilities Select Sector SPDR ETF position peaked at $660K in Q3 2024.
1,359 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.