Lehman & Derafelo Financial Resources’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-2,780	Closed	-$91K	–	211
2022 Q3	$91K	Hold	2,780	–	–	0.03%	106
2022 Q2	$97K	Buy	+2,780	New	+$101K	0.03%	111
2021 Q4	–	Sell	-2,780	Closed	-$89K	–	201
2021 Q3	$89K	Hold	2,780	–	–	0.03%	119
2021 Q2	$88K	Hold	2,780	–	–	0.02%	138
2021 Q1	$89K	Sell	2,780 -800	-22%	-$24.8K	0.03%	135
2020 Q4	$112K	Hold	3,580	–	–	0.03%	127
2020 Q3	$106K	Hold	3,580	–	–	0.03%	148
2020 Q2	$101K	Hold	3,580	–	–	0.04%	134
2020 Q1	$99K	Hold	3,580	–	–	0.04%	99
2019 Q4	$116K	Hold	3,580	–	–	0.04%	114
2019 Q3	$116K	Hold	3,580	–	–	0.04%	107
2019 Q2	$109K	Hold	3,580	–	–	0.04%	107
2019 Q1	$104K	Hold	3,580	–	–	0.04%	104
2018 Q4	$95K	Buy	+3,580	New	+$97.3K	0.05%	101

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lehman & Derafelo Financial Resources's XLU Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022, closing a stake of 2,780 shares — an estimated $91K sold.

Lehman & Derafelo Financial Resources first reported a position in XLU in Q4 2018 and held it in 14 quarters. The position peaked at $116K in Q4 2019. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 2,780 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $91K.
Lehman & Derafelo Financial Resources first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's State Street Utilities Select Sector SPDR ETF position peaked at $116K in Q4 2019.
1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.