Precision Wealth Strategies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Precision Wealth Strategies’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 Q1	–	Sell	-57,218	Closed	-$2.02M	–	120
2022 Q4	$2.02M	Sell	57,218 -11,860	-17%	-$403K	2.1%	9
2022 Q3	$2.21M	Buy	69,078 +2,566	+4%	+$94K	1.94%	8
2022 Q2	$2.32M	Buy	66,512 +9,010	+16%	+$326K	1.82%	10
2022 Q1	$2.14M	Buy	57,502 +3,664	+7%	+$127K	1.27%	11
2021 Q4	$1.93M	Buy	+53,838	New	+$1.82M	1.39%	12

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

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

Citigroup New York $235B AUM 32.99% 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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Precision Wealth Strategies's XLU Position: Q1 2023 in Review

Precision Wealth Strategies sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 57,218 shares — an estimated $2.02M sold.

Precision Wealth Strategies first reported a position in XLU in Q4 2021 and held it in 5 quarters. The position peaked at $2.32M in Q2 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

Precision Wealth Strategies reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Precision Wealth Strategies sold 57,218 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $2.02M.
Precision Wealth Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
Precision Wealth Strategies's State Street Utilities Select Sector SPDR ETF position peaked at $2.32M in Q2 2022.
1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.