Outlook Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Outlook Wealth 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
2023 Q4	–	Sell	-9,030	Closed	-$266K	–	269
2023 Q3	$266K	Buy	9,030 +320	+4%	+$10.3K	0.1%	171
2023 Q2	$285K	Buy	8,710 +794	+10%	+$26.7K	0.11%	164
2023 Q1	$268K	Buy	7,916 +808	+11%	+$27.4K	0.12%	161
2022 Q4	$251K	Buy	7,108 +248	+4%	+$8.43K	0.12%	149
2022 Q3	$225K	Buy	+6,860	New	+$251K	0.1%	168
2019 Q1	–	Sell	-1,210	Closed	-$320K	–	191
2018 Q4	$320K	Buy	+1,210	New	+$32.9K	0.15%	144

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

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

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

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

Outlook Wealth Advisors's XLU Position: Q4 2023 in Review

Outlook Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2023, closing a stake of 9,030 shares — an estimated $266K sold.

Outlook Wealth Advisors first reported a position in XLU in Q4 2018 and held it in 6 quarters. The position peaked at $320K in Q4 2018. 1,147 funds tracked by Wall St. Rank hold XLU as of Q4 2023.

Outlook Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 9,030 State Street Utilities Select Sector SPDR ETF shares in Q4 2023, an estimated $266K.
Outlook Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 6 quarters.
Outlook Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $320K in Q4 2018.
1,147 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2023.

Based on Outlook Wealth Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.