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Moody Lynn & Lieberson’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Moody Lynn & Lieberson’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
-31,942
Closed -$1.29M – 267
2024
Q3 		$1.29M Buy
+31,942
New +$1.18M 0.08% 110

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Menora Mivtachim Holdings
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moody Lynn & Lieberson's XLU Position: Q4 2024 in Review

Moody Lynn & Lieberson sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 31,942 shares — an estimated $1.29M sold.

Moody Lynn & Lieberson first reported a position in XLU in Q3 2024 and held it in 1 quarter. The position peaked at $1.29M in Q3 2024. 1,363 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

  • Moody Lynn & Lieberson reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 31,942 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $1.29M.
  • Moody Lynn & Lieberson first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Moody Lynn & Lieberson's State Street Utilities Select Sector SPDR ETF position peaked at $1.29M in Q3 2024.
  • 1,363 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2024, filed 21 Jan 2025.