SignalPoint Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

SignalPoint Asset 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	$360K	Buy	9,520 +470	+5%	+$18.7K	0.09%	170
2024 Q3	$364K	Buy	9,050 +2	+0%	+$74	0.09%	188
2024 Q2	$308K	Buy	9,048 +862	+11%	+$29.6K	0.08%	196
2024 Q1	$269K	Buy	8,186 +630	+8%	+$19.7K	0.07%	196
2023 Q4	$239K	Buy	+7,556	New	+$231K	0.07%	199

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

SignalPoint Asset Management's XLU Position: Q4 2024 in Review

SignalPoint Asset Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.2% in Q4 2024, buying an estimated $18.7K and bringing the position to 9,520 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #170.

SignalPoint Asset Management first reported a position in XLU in Q4 2023 and has held it in 5 quarters since. The position peaked at $364K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

SignalPoint Asset Management held 9,520 shares of State Street Utilities Select Sector SPDR ETF worth $360K as of Q4 2024.
SignalPoint Asset Management bought 470 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $18.7K.
State Street Utilities Select Sector SPDR ETF made up 0.09% of SignalPoint Asset Management's portfolio in Q4 2024, its #170 holding.
SignalPoint Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
SignalPoint Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $364K in Q3 2024.
1,362 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

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