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

Sutton Wealth 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
2023 Q3	$89.3K	Hold	3,030	–	–	0.04%	178
2023 Q2	$99.1K	Hold	3,030	–	–	0.05%	172
2023 Q1	$103K	Hold	3,030	–	–	0.05%	156
2022 Q4	$107K	Sell	3,030 -264	-8%	-$8.97K	0.04%	241
2022 Q3	$108K	Buy	3,294 +264	+9%	+$9.67K	0.04%	241
2022 Q2	$106K	Hold	3,030	–	–	0.04%	233
2022 Q1	$113K	Hold	3,030	–	–	0.04%	233
2021 Q4	$108K	Hold	3,030	–	–	0.04%	245
2021 Q3	$96.8K	Hold	3,030	–	–	0.04%	255
2021 Q2	$95.8K	Hold	3,030	–	–	0.04%	256
2021 Q1	$97K	Hold	3,030	–	–	0.04%	247
2020 Q4	$95K	Hold	3,030	–	–	0.04%	231
2020 Q3	$90K	Hold	3,030	–	–	0.04%	222
2020 Q2	$85.5K	Hold	3,030	–	–	0.04%	222
2020 Q1	$83.9K	Hold	3,030	–	–	0.05%	206
2019 Q4	$97.9K	Hold	3,030	–	–	0.05%	216
2019 Q3	$98.1K	Hold	3,030	–	–	0.05%	211
2019 Q2	$90.3K	Hold	3,030	–	–	0.05%	220
2019 Q1	$88.1K	Hold	3,030	–	–	0.05%	224
2018 Q4	$80.2K	Hold	3,030	–	–	0.05%	220
2018 Q3	$79.8K	Hold	3,030	–	–	0.05%	222
2018 Q2	$78.7K	Sell	3,030 -1,660	-35%	-$41.8K	0.05%	219
2018 Q1	$118K	Sell	4,690 -204	-4%	-$5.09K	0.08%	179
2017 Q4	$129K	Hold	4,894	–	–	0.09%	173
2017 Q3	$130K	Hold	4,894	–	–	0.1%	169
2017 Q2	$127K	Hold	4,894	–	–	0.1%	174
2017 Q1	$126K	Hold	4,894	–	–	0.11%	165
2016 Q4	$119K	Hold	4,894	–	–	0.11%	168
2016 Q3	$120K	Hold	4,894	–	–	0.11%	162
2016 Q2	$128K	Hold	4,894	–	–	0.12%	145
2016 Q1	$121K	Buy	+4,894	New	+$113K	0.12%	155

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

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

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

Sutton Wealth Advisors's XLU Position: Q3 2023 in Review

Sutton Wealth Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2023 at 3,030 shares worth $89.3K. The position accounts for 0.04% of the portfolio, ranked #178.

Sutton Wealth Advisors first reported a position in XLU in Q1 2016 and has held it in 31 quarters since. The position peaked at $130K in Q3 2017. 1,063 funds tracked by Wall St. Rank hold XLU as of Q3 2023.

Sutton Wealth Advisors held 3,030 shares of State Street Utilities Select Sector SPDR ETF worth $89.3K as of Q3 2023.
Sutton Wealth Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2023.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #178 holding.
Sutton Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $130K in Q3 2017.
1,063 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.