Sargent Bickham Lagudis’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sargent Bickham Lagudis’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	$31.8K	Hold	902	–	–	﹤0.01%	517
2022 Q3	$30K	Buy	902 +400	+80%	+$14.7K	﹤0.01%	504
2022 Q2	$18K	Hold	502	–	–	﹤0.01%	615
2022 Q1	$19K	Hold	502	–	–	﹤0.01%	618
2021 Q4	$18K	Hold	502	–	–	﹤0.01%	623
2021 Q3	$16K	Hold	502	–	–	﹤0.01%	649
2021 Q2	$16K	Hold	502	–	–	﹤0.01%	648
2021 Q1	$16K	Hold	502	–	–	﹤0.01%	626
2020 Q4	$16K	Hold	502	–	–	﹤0.01%	595
2020 Q3	$15K	Hold	502	–	–	﹤0.01%	544
2020 Q2	$14K	Hold	502	–	–	﹤0.01%	537
2020 Q1	$14K	Hold	502	–	–	﹤0.01%	520
2019 Q4	$16K	Hold	502	–	–	﹤0.01%	553
2019 Q3	$16K	Hold	502	–	–	﹤0.01%	507
2019 Q2	$15K	Hold	502	–	–	﹤0.01%	541
2019 Q1	$15K	Sell	502 -1,276	-72%	-$35.5K	﹤0.01%	561
2018 Q4	$47K	Sell	1,778 -1,404	-44%	-$38.2K	0.01%	375
2018 Q3	$84K	Hold	3,182	–	–	0.01%	298
2018 Q2	$83K	Buy	3,182 +192	+6%	+$4.83K	0.01%	292
2018 Q1	$76K	Buy	2,990 +412	+16%	+$10.3K	0.01%	297
2017 Q4	$68K	Sell	2,578 -456	-15%	-$12.5K	0.01%	328
2017 Q3	$80K	Sell	3,034 -800	-21%	-$21.5K	0.01%	302
2017 Q2	$100K	Buy	3,834 +106	+3%	+$2.78K	0.01%	271
2017 Q1	$96K	Hold	3,728	–	–	0.01%	278
2016 Q4	$91K	Hold	3,728	–	–	0.01%	267
2016 Q3	$91	Sell	3,728 -664	-15%	-$16.9K	0.01%	276
2016 Q2	$115K	Sell	4,392 -260	-6%	-$6.41K	0.02%	255
2016 Q1	$115K	Buy	+4,652	New	+$107K	0.02%	263

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

Sargent Bickham Lagudis's XLU Position: Q4 2022 in Review

Sargent Bickham Lagudis held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q4 2022 at 902 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Sargent Bickham Lagudis first reported a position in XLU in Q1 2016 and has held it in 28 quarters since. The position peaked at $115K in Q2 2016. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

Sargent Bickham Lagudis held 902 shares of State Street Utilities Select Sector SPDR ETF worth $31.8K as of Q4 2022.
Sargent Bickham Lagudis left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q4 2022.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #517 holding.
Sargent Bickham Lagudis first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's State Street Utilities Select Sector SPDR ETF position peaked at $115K in Q2 2016.
1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.