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Rebalance’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Rebalance’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
-3,736
Closed -$132K – 140
2022
Q4 		$132K Buy
+3,736
New +$127K 0.01% 81

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Rebalance's XLU Position: Q1 2023 in Review

Rebalance sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 3,736 shares — an estimated $132K sold.

Rebalance first reported a position in XLU in Q4 2022 and held it in 1 quarter. The position peaked at $132K in Q4 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

  • Rebalance reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Rebalance sold 3,736 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $132K.
  • Rebalance first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Rebalance's State Street Utilities Select Sector SPDR ETF position peaked at $132K in Q4 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.