New Potomac Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

New Potomac 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 Q3	$16.2K	Buy	+400	New	+$14.8K	0.01%	142
2020 Q4	–	Sell	-400	Closed	-$12K	–	121
2020 Q3	$12K	Hold	400	–	–	0.01%	115
2020 Q2	$11K	Hold	400	–	–	0.01%	122
2020 Q1	$11K	Hold	400	–	–	0.01%	118
2019 Q4	$13K	Hold	400	–	–	0.01%	122
2019 Q3	$13K	Hold	400	–	–	0.01%	125
2019 Q2	$12K	Hold	400	–	–	0.01%	128
2019 Q1	$12K	Hold	400	–	–	0.01%	127
2018 Q4	$11K	Hold	400	–	–	0.01%	139
2018 Q3	$11K	Hold	400	–	–	0.01%	136
2018 Q2	$10K	Hold	400	–	–	0.01%	133
2018 Q1	$10K	Hold	400	–	–	0.01%	135
2017 Q4	$11K	Buy	+400	New	+$11K	0.01%	133

Other funds holding XLU

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 New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B 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

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

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

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

Envestnet Asset Management

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

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