Strategic Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Strategic Investment Advisors’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	–	Sell	-16,406	Closed	-$537K	–	236
2022 Q3	$537K	Sell	16,406 -2,516	-13%	-$92.2K	0.12%	132
2022 Q2	$664K	Buy	+18,922	New	+$685K	0.13%	126
2019 Q2	–	Sell	-7,054	Closed	-$205K	–	171
2019 Q1	$205K	Sell	7,054 -4,482	-39%	-$125K	0.14%	127
2018 Q4	$305K	Buy	+11,536	New	+$313K	0.27%	77

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

Strategic Investment Advisors's XLU Position: Q4 2022 in Review

Strategic Investment Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022, closing a stake of 16,406 shares — an estimated $537K sold.

Strategic Investment Advisors first reported a position in XLU in Q4 2018 and held it in 4 quarters. The position peaked at $664K in Q2 2022. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

Strategic Investment Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Strategic Investment Advisors sold 16,406 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $537K.
Strategic Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 4 quarters.
Strategic Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $664K in Q2 2022.
1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on Strategic Investment Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.