Moneda SA Administradora General de Fondos’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Moneda SA Administradora General de Fondos’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
2023 Q1	–	Sell	-6,512	Closed	-$230K	–	44
2022 Q4	$230K	Hold	6,512	–	–	0.19%	38
2022 Q3	$213K	Sell	6,512 -3,206	-33%	-$117K	0.17%	39
2022 Q2	$341K	Buy	+9,718	New	+$352K	0.25%	36

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Moneda SA Administradora General de Fondos's XLU Position: Q1 2023 in Review

Moneda SA Administradora General de Fondos sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 6,512 shares — an estimated $230K sold.

Moneda SA Administradora General de Fondos first reported a position in XLU in Q2 2022 and held it in 3 quarters. The position peaked at $341K in Q2 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

Moneda SA Administradora General de Fondos reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Moneda SA Administradora General de Fondos sold 6,512 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $230K.
Moneda SA Administradora General de Fondos first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 3 quarters.
Moneda SA Administradora General de Fondos's State Street Utilities Select Sector SPDR ETF position peaked at $341K in Q2 2022.
1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on Moneda SA Administradora General de Fondos's 13F filing for Q1 2023, filed 3 May 2023.