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Pension & Wealth Management Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Pension & Wealth Management 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
-13,942
Closed -$411K – 337
2023
Q3 		$411K Buy
+13,942
New +$449K 0.3% 47

Other funds holding XLU

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pension & Wealth Management Advisors's XLU Position: Q4 2023 in Review

Pension & Wealth Management Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2023, closing a stake of 13,942 shares — an estimated $411K sold.

Pension & Wealth Management Advisors first reported a position in XLU in Q3 2023 and held it in 1 quarter. The position peaked at $411K in Q3 2023. 1,147 funds tracked by Wall St. Rank hold XLU as of Q4 2023.

  • Pension & Wealth Management Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 13,942 State Street Utilities Select Sector SPDR ETF shares in Q4 2023, an estimated $411K.
  • Pension & Wealth Management Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $411K in Q3 2023.
  • 1,147 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2023, filed 7 Aug 2026.