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Moller Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Moller Wealth Partners’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
-16,510
Closed -$667K – 68
2024
Q3 		$667K Buy
+16,510
New +$612K 0.17% 40

Other funds holding XLU

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Moller Wealth Partners's XLU Position: Q4 2024 in Review

Moller Wealth Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 16,510 shares — an estimated $667K sold.

Moller Wealth Partners first reported a position in XLU in Q3 2024 and held it in 1 quarter. The position peaked at $667K in Q3 2024. 1,360 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

  • Moller Wealth Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Moller Wealth Partners sold 16,510 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $667K.
  • Moller Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Moller Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $667K in Q3 2024.
  • 1,360 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Moller Wealth Partners's 13F filing for Q4 2024, filed 7 Jan 2025.