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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

New Potomac Partners's XLU Position: Q3 2024 in Review

New Potomac Partners opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2024: 400 shares worth $16.2K. The stake represents 0.01% of the portfolio and ranks #142 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in XLU as recently as Q3 2020.

New Potomac Partners first reported a position in XLU in Q4 2017 and has held it in 13 quarters since. 1,301 funds tracked by Wall St. Rank hold XLU as of Q3 2024.

New Potomac Partners held 400 shares of State Street Utilities Select Sector SPDR ETF worth $16.2K as of Q3 2024.
State Street Utilities Select Sector SPDR ETF was a new New Potomac Partners position in Q3 2024.
State Street Utilities Select Sector SPDR ETF made up 0.01% of New Potomac Partners's portfolio in Q3 2024, its #142 holding.
New Potomac Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 13 quarters since.
1,301 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.