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

Sugarloaf 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
2022 Q4	–	Sell	-602	Closed	-$20K	–	879
2022 Q3	$20K	Hold	602	–	–	0.01%	426
2022 Q2	$21K	Hold	602	–	–	0.01%	410
2022 Q1	$22K	Hold	602	–	–	0.01%	395
2021 Q4	$22K	Sell	602 -404	-40%	-$13.6K	0.01%	414
2021 Q3	$32K	Buy	1,006 +404	+67%	+$13.5K	0.01%	345
2021 Q2	$19K	Buy	602 +600	+30,000%	+$19.6K	0.01%	427
2021 Q1	$19	Sell	2 -772	-100%	-$23.9K	0.01%	421
2020 Q4	$24K	Hold	774	–	–	0.01%	352
2020 Q3	$23K	Hold	774	–	–	0.01%	337
2020 Q2	$22K	Buy	774 +172	+29%	+$4.96K	0.01%	340
2020 Q1	$17K	Sell	602 -910	-60%	-$29.1K	0.01%	362
2019 Q4	$49K	Buy	+1,512	New	+$48K	0.02%	252

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

Sugarloaf Wealth Management's XLU Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022, closing a stake of 602 shares — an estimated $20K sold.

Sugarloaf Wealth Management first reported a position in XLU in Q4 2019 and held it in 12 quarters. The position peaked at $49K in Q4 2019. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

Sugarloaf Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 602 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $20K.
Sugarloaf Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $49K in Q4 2019.
1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.