McKinley Carter Wealth Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

McKinley Carter Wealth Services’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 Q3	–	Sell	-8,028	Closed	-$281K	–	296
2022 Q2	$281K	Buy	+8,028	New	+$291K	0.02%	251
2018 Q2	–	Sell	-100	Closed	-$3K	–	403
2018 Q1	$3K	Buy	+100	New	+$2.5K	﹤0.01%	419

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

McKinley Carter Wealth Services's XLU Position: Q3 2022 in Review

McKinley Carter Wealth Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2022, closing a stake of 8,028 shares — an estimated $281K sold.

McKinley Carter Wealth Services first reported a position in XLU in Q1 2018 and held it in 2 quarters. The position peaked at $281K in Q2 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q3 2022.

McKinley Carter Wealth Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 8,028 State Street Utilities Select Sector SPDR ETF shares in Q3 2022, an estimated $281K.
McKinley Carter Wealth Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and held it in 2 quarters.
McKinley Carter Wealth Services's State Street Utilities Select Sector SPDR ETF position peaked at $281K in Q2 2022.
1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2022, filed 24 Oct 2022.