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

Liberty 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
2021 Q4	–	Sell	-4,116	Closed	-$131K	–	1125
2021 Q3	$131K	Sell	4,116 -248	-6%	-$8.29K	0.05%	237
2021 Q2	$138K	Buy	4,364 +52	+1%	+$1.7K	0.05%	175
2021 Q1	$134K	Hold	4,312	–	–	0.07%	146
2020 Q4	$134K	Sell	4,312 -350	-8%	-$11.1K	0.07%	145
2020 Q3	$138K	Buy	4,662 +600	+15%	+$17.8K	0.08%	125
2020 Q2	$115K	Hold	4,062	–	–	0.08%	134
2020 Q1	$113K	Hold	4,062	–	–	0.1%	127
2019 Q4	$131K	Sell	4,062 -1,084	-21%	-$34.4K	0.1%	131
2019 Q3	$167K	Sell	5,146 -286	-5%	-$8.82K	0.16%	107
2019 Q2	$162K	Buy	5,432 +220	+4%	+$6.46K	0.14%	121
2019 Q1	$151K	Sell	5,212 -1,306	-20%	-$36.3K	0.11%	102
2018 Q4	$172K	Buy	+6,518	New	+$177K	0.13%	93

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Liberty Wealth Management's XLU Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2021, closing a stake of 4,116 shares — an estimated $131K sold.

Liberty Wealth Management first reported a position in XLU in Q4 2018 and held it in 12 quarters. The position peaked at $172K in Q4 2018. 986 funds tracked by Wall St. Rank hold XLU as of Q4 2021.

Liberty Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 4,116 State Street Utilities Select Sector SPDR ETF shares in Q4 2021, an estimated $131K.
Liberty Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $172K in Q4 2018.
986 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.