Lunt Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Lunt Capital 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
2024 Q4	–	Sell	-17,316	Closed	-$699K	–	96
2024 Q3	$699K	Buy	+17,316	New	+$642K	0.33%	47
2023 Q4	–	Sell	-17,072	Closed	-$503K	–	90
2023 Q3	$503K	Buy	+17,072	New	+$550K	0.27%	54

Other funds holding XLU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lunt Capital Management's XLU Position: Q4 2024 in Review

Lunt Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 17,316 shares — an estimated $699K sold.

Lunt Capital Management first reported a position in XLU in Q3 2023 and held it in 2 quarters. The position peaked at $699K in Q3 2024. 1,363 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Lunt Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Lunt Capital Management sold 17,316 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $699K.
Lunt Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and held it in 2 quarters.
Lunt Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $699K in Q3 2024.
1,363 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Lunt Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.