Kiely Wealth Advisory Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Kiely Wealth Advisory Group’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	$29.1K	Hold	738	–	–	0.02%	147
2024 Q3	$29K	Hold	738	–	–	0.02%	145
2024 Q2	$27.1K	Hold	738	–	–	0.02%	136
2024 Q1	$24.7K	Hold	738	–	–	0.01%	130
2023 Q4	$22.6K	Buy	+738	New	+$22.6K	0.01%	132

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

Kiely Wealth Advisory Group's XLU Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q4 2024 at 738 shares worth $29.1K. The position accounts for 0.02% of the portfolio, ranked #147.

Kiely Wealth Advisory Group first reported a position in XLU in Q4 2023 and has held it in 5 quarters since. 1,359 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Kiely Wealth Advisory Group held 738 shares of State Street Utilities Select Sector SPDR ETF worth $29.1K as of Q4 2024.
Kiely Wealth Advisory Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #147 holding.
Kiely Wealth Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
1,359 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.