Prestige Wealth Management Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Prestige Wealth Management 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 Q4	–	Sell	-52	Closed	-$1.53K	–	1077
2023 Q3	$1.53K	Hold	52	–	–	﹤0.01%	795
2023 Q2	$1.7K	Hold	52	–	–	﹤0.01%	796
2023 Q1	$1.76K	Hold	52	–	–	﹤0.01%	770
2022 Q4	$1.83K	Buy	+52	New	+$1.77K	﹤0.01%	851

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

Prestige Wealth Management Group's XLU Position: Q4 2023 in Review

Prestige Wealth Management Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2023, closing a stake of 52 shares — an estimated $1.53K sold.

Prestige Wealth Management Group first reported a position in XLU in Q4 2022 and held it in 4 quarters. The position peaked at $1.83K in Q4 2022. 1,147 funds tracked by Wall St. Rank hold XLU as of Q4 2023.

Prestige Wealth Management Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 52 State Street Utilities Select Sector SPDR ETF shares in Q4 2023, an estimated $1.53K.
Prestige Wealth Management Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
Prestige Wealth Management Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.83K in Q4 2022.
1,147 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2023.

Based on Prestige Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.