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

Legacy 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
2022
Q3 		$204K Sell
6,230
-400
-6% -$14.7K 0.34% 77
2022
Q2 		$232K Buy
+6,630
New +$240K 0.33% 77

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Legacy Wealth Planning's XLU Position: Q3 2022 in Review

Legacy Wealth Planning reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6% in Q3 2022, selling an estimated $14.7K and leaving 6,230 shares worth $204K. The position accounts for 0.34% of the portfolio, ranked #77.

Legacy Wealth Planning first reported a position in XLU in Q2 2022 and has held it in 2 quarters since. The position peaked at $232K in Q2 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q3 2022.

  • Legacy Wealth Planning held 6,230 shares of State Street Utilities Select Sector SPDR ETF worth $204K as of Q3 2022.
  • Legacy Wealth Planning sold 400 State Street Utilities Select Sector SPDR ETF shares in Q3 2022, an estimated $14.7K.
  • State Street Utilities Select Sector SPDR ETF made up 0.34% of Legacy Wealth Planning's portfolio in Q3 2022, its #77 holding.
  • Legacy Wealth Planning first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 2 quarters since.
  • Legacy Wealth Planning's State Street Utilities Select Sector SPDR ETF position peaked at $232K in Q2 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.