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

Resolute Financial’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	$1.31M	Sell	37,212 -56	-0.2%	-$1.9K	1.12%	23
2022 Q3	$1.22M	Buy	37,268 +3,866	+12%	+$142K	1.16%	20
2022 Q2	$1.17M	Buy	33,402 +2,258	+7%	+$81.7K	1.02%	23
2022 Q1	$1.16M	Sell	31,144 -356	-1%	-$12.3K	0.94%	24
2021 Q4	$1.13M	Buy	+31,500	New	+$1.06M	0.84%	27

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

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

Resolute Financial's XLU Position: Q4 2022 in Review

Resolute Financial reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.15% in Q4 2022, selling an estimated $1.9K and leaving 37,212 shares worth $1.31M. The position accounts for 1.12% of the portfolio, ranked #23.

Resolute Financial first reported a position in XLU in Q4 2021 and has held it in 5 quarters since. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

Resolute Financial held 37,212 shares of State Street Utilities Select Sector SPDR ETF worth $1.31M as of Q4 2022.
Resolute Financial sold 56 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $1.9K.
State Street Utilities Select Sector SPDR ETF made up 1.12% of Resolute Financial's portfolio in Q4 2022, its #23 holding.
Resolute Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 5 quarters since.
1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.