Newton One Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Newton One Investments’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	-288	Closed	-$10.2K	–	119
2022 Q4	$10.2K	Sell	288 -286	-50%	-$9.72K	0.01%	94
2022 Q3	$19K	Hold	574	–	–	0.01%	83
2022 Q2	$20K	Hold	574	–	–	0.01%	86
2022 Q1	$21K	Hold	574	–	–	0.02%	91
2021 Q4	$21K	Hold	574	–	–	0.01%	91
2021 Q3	$18K	Hold	574	–	–	0.01%	97
2021 Q2	$18K	Buy	+574	New	+$18.8K	0.01%	95

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

Newton One Investments's XLU Position: Q1 2023 in Review

Newton One Investments sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 288 shares — an estimated $10.2K sold.

Newton One Investments first reported a position in XLU in Q2 2021 and held it in 7 quarters. The position peaked at $21K in Q1 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

Newton One Investments reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Newton One Investments sold 288 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $10.2K.
Newton One Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and held it in 7 quarters.
Newton One Investments's State Street Utilities Select Sector SPDR ETF position peaked at $21K in Q1 2022.
1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on Newton One Investments's 13F filing for Q1 2023, filed 19 Apr 2023.