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Northwest Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Northwest Financial Advisors’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
-220
Closed -$8.89K – 555
2024
Q3 		$8.89K Buy
+220
New +$8.16K 0.01% 405
2024
Q1 		– Sell
-320
Closed -$10.1K – 545
2023
Q4 		$10.1K Buy
+320
New +$9.78K 0.01% 374

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
MMH
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

Northwest Financial Advisors's XLU Position: Q4 2024 in Review

Northwest Financial Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 220 shares — an estimated $8.89K sold.

Northwest Financial Advisors first reported a position in XLU in Q4 2023 and held it in 2 quarters. The position peaked at $10.1K in Q4 2023. 1,363 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

  • Northwest Financial Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 220 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $8.89K.
  • Northwest Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $10.1K in Q4 2023.
  • 1,363 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.