Spartan Planning & Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Spartan Planning & Wealth 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
2023 Q4	$11.1K	Buy	+352	New	+$10.8K	0.01%	169

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Spartan Planning & Wealth Management's XLU Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2023: 352 shares worth $11.1K. The stake represents 0.01% of the portfolio and ranks #169 among its holdings.

1,147 funds tracked by Wall St. Rank hold XLU as of Q4 2023.

Spartan Planning & Wealth Management held 352 shares of State Street Utilities Select Sector SPDR ETF worth $11.1K as of Q4 2023.
State Street Utilities Select Sector SPDR ETF was a new Spartan Planning & Wealth Management position in Q4 2023.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #169 holding.
1,147 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.