Sebold Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sebold Capital Management’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 Q4	–	Sell	-5,026	Closed	-$203K	–	74
2024 Q3	$203K	Buy	+5,026	New	+$186K	0.13%	68
2024 Q2	–	Sell	-6,944	Closed	-$228K	–	75
2024 Q1	$228K	Hold	6,944	–	–	0.15%	70
2023 Q4	$220K	Sell	6,944 -372	-5%	-$11.4K	0.16%	66
2023 Q3	$216K	Buy	7,316 +102	+1%	+$3.29K	0.18%	63
2023 Q2	$236K	Sell	7,214 -292	-4%	-$9.83K	0.19%	61
2023 Q1	$254K	Sell	7,506 -3,306	-31%	-$112K	0.2%	59
2022 Q4	$381K	Buy	+10,812	New	+$368K	0.31%	46

Other funds holding XLU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sebold Capital Management's XLU Position: Q4 2024 in Review

Sebold Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 5,026 shares — an estimated $203K sold.

Sebold Capital Management first reported a position in XLU in Q4 2022 and held it in 7 quarters. The position peaked at $381K in Q4 2022. 1,362 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Sebold Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Sebold Capital Management sold 5,026 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $203K.
Sebold Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 7 quarters.
Sebold Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $381K in Q4 2022.
1,362 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Sebold Capital Management's 13F filing for Q4 2024, filed 14 Jan 2025.