Mirabella Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Mirabella Financial 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
2024 Q3	–	Sell	-103,460	Closed	-$3.52M	–	466
2024 Q2	$3.52M	Buy	+103,460	New	+$3.55M	0.26%	52
2023 Q2	–	Sell	-67,650	Closed	-$2.29M	–	683
2023 Q1	$2.29M	Buy	+67,650	New	+$2.29M	0.35%	72
2022 Q3	–	Sell	-8,114	Closed	-$285K	–	577
2022 Q2	$285K	Buy	+8,114	New	+$294K	0.03%	336
2021 Q4	–	Sell	-214,118	Closed	-$6.84M	–	631
2021 Q3	$6.84M	Buy	+214,118	New	+$7.16M	0.9%	32

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Mirabella Financial Services's XLU Position: Q3 2024 in Review

Mirabella Financial Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2024, closing a stake of 103,460 shares — an estimated $3.52M sold.

Mirabella Financial Services first reported a position in XLU in Q3 2021 and held it in 4 quarters. The position peaked at $6.84M in Q3 2021. 1,300 funds tracked by Wall St. Rank hold XLU as of Q3 2024.

Mirabella Financial Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Mirabella Financial Services sold 103,460 State Street Utilities Select Sector SPDR ETF shares in Q3 2024, an estimated $3.52M.
Mirabella Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and held it in 4 quarters.
Mirabella Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $6.84M in Q3 2021.
1,300 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.