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TAP Consulting’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

TAP Consulting’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 		$2.61M Buy
68,958
+550
+0.8% +$21.8K 0.53% 56
2024
Q3 		$2.76M Sell
68,408
-2,868
-4% -$106K 0.54% 56
2024
Q2 		$2.43M Sell
71,276
-112,384
-61% -$3.86M 0.51% 59
2024
Q1 		$6.03M Buy
183,660
+130,000
+242% +$4.06M 1.33% 13
2023
Q4 		$1.7M Sell
53,660
-21,636
-29% -$662K 0.41% 66
2023
Q3 		$2.22M Buy
75,296
+6,796
+10% +$219K 0.57% 53
2023
Q2 		$2.24M Sell
68,500
-1,238
-2% -$41.7K 0.55% 53
2023
Q1 		$2.36M Sell
69,738
-26,714
-28% -$905K 0.58% 46
2022
Q4 		$3.4M Buy
96,452
+4,336
+5% +$147K 0.89% 31
2022
Q3 		$3.02M Sell
92,116
-2,496
-3% -$91.5K 0.81% 36
2022
Q2 		$3.32M Buy
+94,612
New +$3.43M 0.92% 39
2022
Q1 		– Sell
-568
Closed -$20K – 549
2021
Q4 		$20K Buy
+568
New +$19.2K ﹤0.01% 362

Other funds holding XLU

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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)
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return