Lake Point Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Lake Point 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
2022 Q2	$10K	Buy	282 +52	+23%	+$1.88K	0.01%	158
2022 Q1	$9K	Hold	230	–	–	﹤0.01%	183
2021 Q4	$8K	Hold	230	–	–	﹤0.01%	208
2021 Q3	$7K	Hold	230	–	–	﹤0.01%	214
2021 Q2	$7K	Buy	+230	New	+$7.53K	﹤0.01%	223
2020 Q1	$6K	Hold	230	–	–	0.01%	156
2019 Q4	$7K	Buy	+230	New	+$7.3K	﹤0.01%	322
2019 Q2	$8K	Hold	272	–	–	﹤0.01%	369
2019 Q1	$8K	Buy	272 +42	+18%	+$1.17K	﹤0.01%	369
2018 Q4	$6K	Buy	+230	New	+$6.25K	﹤0.01%	537

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Lake Point Wealth Management's XLU Position: Q2 2022 in Review

Lake Point Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 23% in Q2 2022, buying an estimated $1.88K and bringing the position to 282 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #158.

Lake Point Wealth Management first reported a position in XLU in Q4 2018 and has held it in 10 quarters since. 1,112 funds tracked by Wall St. Rank hold XLU as of Q2 2022.

Lake Point Wealth Management held 282 shares of State Street Utilities Select Sector SPDR ETF worth $10K as of Q2 2022.
Lake Point Wealth Management bought 52 State Street Utilities Select Sector SPDR ETF shares in Q2 2022, an estimated $1.88K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #158 holding.
Lake Point Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 10 quarters since.
1,112 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.