MSA
XLU icon

McAlister Sweet & Associates’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

McAlister Sweet & Associates’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
-77,396
Closed -$2.54M – 28
2022
Q3 		$2.54M Sell
77,396
-11,032
-12% -$404K 2.71% 10
2022
Q2 		$3.1M Buy
+88,428
New +$3.2M 3.14% 13

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

McAlister Sweet & Associates's XLU Position: Q4 2022 in Review

McAlister Sweet & Associates sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022, closing a stake of 77,396 shares — an estimated $2.54M sold.

McAlister Sweet & Associates first reported a position in XLU in Q2 2022 and held it in 2 quarters. The position peaked at $3.1M in Q2 2022. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

  • McAlister Sweet & Associates reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • McAlister Sweet & Associates sold 77,396 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $2.54M.
  • McAlister Sweet & Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
  • McAlister Sweet & Associates's State Street Utilities Select Sector SPDR ETF position peaked at $3.1M in Q2 2022.
  • 1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on McAlister Sweet & Associates's 13F filing for Q4 2022, filed 10 Jan 2023.