MayTech Global Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

MayTech Global Investments’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 Q3	–	Sell	-100,000	Closed	-$3.27M	–	33
2023 Q2	$3.27M	Buy	+100,000	New	+$3.37M	0.65%	22
2023 Q1	–	Sell	-100,000	Closed	-$3.52M	–	61
2022 Q4	$3.52M	Buy	+100,000	New	+$3.4M	1.17%	20
2022 Q3	–	Sell	-100,000	Closed	-$3.51M	–	70
2022 Q2	$3.51M	Hold	100,000	–	–	1.11%	21
2022 Q1	$3.72M	Hold	100,000	–	–	0.86%	23
2021 Q4	$3.58M	Hold	100,000	–	–	0.72%	22
2021 Q3	$3.19M	Hold	100,000	–	–	0.66%	20
2021 Q2	$3.16M	Hold	100,000	–	–	0.66%	21
2021 Q1	$3.2M	Hold	100,000	–	–	0.77%	22
2020 Q4	$3.13M	Hold	100,000	–	–	0.74%	23
2020 Q3	$2.97M	Hold	100,000	–	–	0.79%	23
2020 Q2	$2.82M	Hold	100,000	–	–	0.89%	23
2020 Q1	$2.77M	Hold	100,000	–	–	1.27%	21
2019 Q4	$3.23M	Hold	100,000	–	–	1.4%	24
2019 Q3	$3.24M	Buy	+100,000	New	+$3.09M	1.6%	21

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MayTech Global Investments's XLU Position: Q3 2023 in Review

MayTech Global Investments sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2023, closing a stake of 100,000 shares — an estimated $3.27M sold.

MayTech Global Investments first reported a position in XLU in Q3 2019 and held it in 14 quarters. The position peaked at $3.72M in Q1 2022. 1,063 funds tracked by Wall St. Rank hold XLU as of Q3 2023.

MayTech Global Investments reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
MayTech Global Investments sold 100,000 State Street Utilities Select Sector SPDR ETF shares in Q3 2023, an estimated $3.27M.
MayTech Global Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2019 and held it in 14 quarters.
MayTech Global Investments's State Street Utilities Select Sector SPDR ETF position peaked at $3.72M in Q1 2022.
1,063 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2023.

Based on MayTech Global Investments's 13F filing for Q3 2023, filed 13 Nov 2023.