Signify Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Signify Wealth’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	-79,706	Closed	-$3.22M	–	31
2024 Q3	$3.22M	Buy	+79,706	New	+$2.96M	3.94%	15
2024 Q1	–	Sell	-14,946	Closed	-$473K	–	35
2023 Q4	$473K	Buy	+14,946	New	+$457K	0.71%	22
2023 Q1	–	Sell	-73,302	Closed	-$2.58M	–	32
2022 Q4	$2.58M	Buy	+73,302	New	+$2.49M	2.26%	14

Other funds holding XLU

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Signify Wealth's XLU Position: Q4 2024 in Review

Signify Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2024, closing a stake of 79,706 shares — an estimated $3.22M sold.

Signify Wealth first reported a position in XLU in Q4 2022 and held it in 3 quarters. The position peaked at $3.22M in Q3 2024. 1,359 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

Signify Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Signify Wealth sold 79,706 State Street Utilities Select Sector SPDR ETF shares in Q4 2024, an estimated $3.22M.
Signify Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
Signify Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $3.22M in Q3 2024.
1,359 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.