Laurel Wealth Planning’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Laurel Wealth Planning’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	-350	Closed	-$12.3K	–	211
2022 Q4	$12.3K	Hold	350	–	–	0.01%	153
2022 Q3	$11K	Hold	350	–	–	0.01%	157
2022 Q2	$12K	Hold	350	–	–	0.01%	159
2022 Q1	$13K	Hold	350	–	–	0.01%	183
2021 Q4	$13K	Hold	350	–	–	0.01%	136
2021 Q3	$11K	Buy	+350	New	+$11.7K	0.01%	141

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Laurel Wealth Planning's XLU Position: Q1 2023 in Review

Laurel Wealth Planning sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 350 shares — an estimated $12.3K sold.

Laurel Wealth Planning first reported a position in XLU in Q3 2021 and held it in 6 quarters. The position peaked at $13K in Q1 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

Laurel Wealth Planning reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 350 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $12.3K.
Laurel Wealth Planning first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's State Street Utilities Select Sector SPDR ETF position peaked at $13K in Q1 2022.
1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.