MFA Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

MFA Wealth Advisors’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	-324	Closed	-$13.1K	–	399
2024 Q3	$13.1K	Buy	+324	New	+$12K	﹤0.01%	305
2022 Q2	–	Sell	-6,630	Closed	-$247K	–	74
2022 Q1	$247K	Hold	6,630	–	–	0.08%	60
2021 Q4	$237K	Hold	6,630	–	–	0.1%	64
2021 Q3	$212K	Hold	6,630	–	–	0.1%	60
2021 Q2	$210K	Buy	+6,630	New	+$217K	0.09%	61

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

MFA Wealth Advisors's XLU Position: Q4 2024 in Review

MFA Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 324 shares — an estimated $13.1K sold.

MFA Wealth Advisors first reported a position in XLU in Q2 2021 and held it in 5 quarters. The position peaked at $247K in Q1 2022. 1,362 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

MFA Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 324 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $13.1K.
MFA Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and held it in 5 quarters.
MFA Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $247K in Q1 2022.
1,362 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.