One Plus One Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

One Plus One Wealth Management’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 Q2	–	Sell	-156,952	Closed	-$5.15M	–	105
2024 Q1	$5.15M	Buy	156,952 +940	+0.6%	+$29.3K	2.95%	11
2023 Q4	$4.94M	Buy	156,012 +3,148	+2%	+$96.2K	3%	11
2023 Q3	$4.5M	Buy	+152,864	New	+$4.93M	2.93%	7

Other funds holding XLU

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

One Plus One Wealth Management's XLU Position: Q2 2024 in Review

One Plus One Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2024, closing a stake of 156,952 shares — an estimated $5.15M sold.

One Plus One Wealth Management first reported a position in XLU in Q3 2023 and held it in 3 quarters. The position peaked at $5.15M in Q1 2024. 1,193 funds tracked by Wall St. Rank hold XLU as of Q2 2024.

One Plus One Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
One Plus One Wealth Management sold 156,952 State Street Utilities Select Sector SPDR ETF shares in Q2 2024, an estimated $5.15M.
One Plus One Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and held it in 3 quarters.
One Plus One Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $5.15M in Q1 2024.
1,193 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2024.

Based on One Plus One Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.