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

Pacific Capital 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
2024 Q4	–	Sell	-2,096	Closed	-$84.7K	–	491
2024 Q3	$84.7K	Hold	2,096	–	–	0.01%	120
2024 Q2	$71.4K	Hold	2,096	–	–	0.01%	129
2024 Q1	$68.8K	Sell	2,096 -38,682	-95%	-$1.21M	0.02%	114
2023 Q4	$1.29M	Sell	40,778 -200	-0.5%	-$6.12K	0.33%	32
2023 Q3	$1.21M	Sell	40,978 -200	-0.5%	-$6.45K	0.34%	34
2023 Q2	$1.35M	Buy	41,178 +400	+1%	+$13.5K	0.34%	35
2023 Q1	$1.38M	Hold	40,778	–	–	0.36%	39
2022 Q4	$1.44M	Sell	40,778 -3,182	-7%	-$108K	0.37%	39
2022 Q3	$1.44M	Buy	+43,960	New	+$1.61M	0.39%	42

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

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

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

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) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pacific Capital Wealth Advisors's XLU Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 2,096 shares — an estimated $84.7K sold.

Pacific Capital Wealth Advisors first reported a position in XLU in Q3 2022 and held it in 9 quarters. The position peaked at $1.44M in Q3 2022. 1,362 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Pacific Capital Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 2,096 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $84.7K.
Pacific Capital Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and held it in 9 quarters.
Pacific Capital Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.44M in Q3 2022.
1,362 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.