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Retirement Capital Strategies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Retirement Capital 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
2024
Q3 		– Sell
-118,496
Closed -$4.04M – 84
2024
Q2 		$4.04M Buy
+118,496
New +$4.07M 1.62% 14

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Retirement Capital Strategies's XLU Position: Q3 2024 in Review

Retirement Capital Strategies sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2024, closing a stake of 118,496 shares — an estimated $4.04M sold.

Retirement Capital Strategies first reported a position in XLU in Q2 2024 and held it in 1 quarter. The position peaked at $4.04M in Q2 2024. 1,300 funds tracked by Wall St. Rank hold XLU as of Q3 2024.

  • Retirement Capital Strategies reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Retirement Capital Strategies sold 118,496 State Street Utilities Select Sector SPDR ETF shares in Q3 2024, an estimated $4.04M.
  • Retirement Capital Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and held it in 1 quarter.
  • Retirement Capital Strategies's State Street Utilities Select Sector SPDR ETF position peaked at $4.04M in Q2 2024.
  • 1,300 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2024.

Based on Retirement Capital Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.