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

Personal Capital 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
2022 Q4	$953K	Buy	27,026 +16,764	+163%	+$570K	﹤0.01%	242
2022 Q3	$336K	Sell	10,262 -44	-0.4%	-$1.61K	﹤0.01%	338
2022 Q2	$361K	Sell	10,306 -1,158	-10%	-$41.9K	﹤0.01%	315
2022 Q1	$427K	Sell	11,464 -3,984	-26%	-$138K	﹤0.01%	330
2021 Q4	$607K	Sell	15,448 -9,142	-37%	-$308K	﹤0.01%	307
2021 Q3	$785K	Buy	24,590 +8,410	+52%	+$281K	﹤0.01%	268
2021 Q2	$512K	Buy	16,180 +2,518	+18%	+$82.4K	﹤0.01%	305
2021 Q1	$437K	Sell	13,662 -1,330	-9%	-$41.3K	﹤0.01%	325
2020 Q4	$470K	Sell	14,992 -543,430	-97%	-$17.2M	﹤0.01%	309
2020 Q3	$16.6M	Buy	558,422 +550,442	+6,898%	+$16.3M	0.12%	116
2020 Q2	$225K	Buy	7,980 +3,600	+82%	+$104K	﹤0.01%	331
2020 Q1	$6.37M	Buy	+4,380	New	+$140K	0.06%	144

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Personal Capital Advisors's XLU Position: Q4 2022 in Review

Personal Capital Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 163% in Q4 2022, buying an estimated $570K and bringing the position to 27,026 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Personal Capital Advisors first reported a position in XLU in Q1 2020 and has held it in 12 quarters since. The position peaked at $16.6M in Q3 2020. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

Personal Capital Advisors held 27,026 shares of State Street Utilities Select Sector SPDR ETF worth $953K as of Q4 2022.
Personal Capital Advisors bought 16,764 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $570K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #242 holding.
Personal Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 12 quarters since.
Personal Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $16.6M in Q3 2020.
1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.