Piershale Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Piershale Financial Group’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 Q2	–	Sell	-250	Closed	-$8.46K	–	302
2023 Q1	$8.46K	Hold	250	–	–	0.01%	123
2022 Q4	$8.81K	Buy	+250	New	+$8.5K	0.01%	120
2016 Q3	–	Sell	-898	Closed	-$24K	–	175
2016 Q2	$24K	Sell	898 -1,000	-53%	-$24.6K	0.02%	59
2016 Q1	$47K	Buy	1,898 +1,372	+261%	+$31.7K	0.03%	31
2015 Q4	$11K	Buy	+526	New	+$11.4K	0.01%	117
2015 Q1	–	Sell	-422	Closed	-$10K	–	179
2014 Q4	$10K	Buy	+422	New	+$9.55K	0.01%	106
2014 Q3	–	Sell	-322	Closed	-$7K	–	194
2014 Q2	$7K	Buy	+322	New	+$6.85K	0.01%	110

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Piershale Financial Group's XLU Position: Q2 2023 in Review

Piershale Financial Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2023, closing a stake of 250 shares — an estimated $8.46K sold.

Piershale Financial Group first reported a position in XLU in Q2 2014 and held it in 7 quarters. The position peaked at $47K in Q1 2016. 1,105 funds tracked by Wall St. Rank hold XLU as of Q2 2023.

Piershale Financial Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Piershale Financial Group sold 250 State Street Utilities Select Sector SPDR ETF shares in Q2 2023, an estimated $8.46K.
Piershale Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2014 and held it in 7 quarters.
Piershale Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $47K in Q1 2016.
1,105 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.