Tennessee Valley Asset Management Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Tennessee Valley Asset Management Partners’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 Q1	–	Sell	-172	Closed	-$5.47K	–	795
2023 Q4	$5.47K	Buy	+172	New	+$5.26K	﹤0.01%	551

Other funds holding XLU

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Tennessee Valley Asset Management Partners's XLU Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2024, closing a stake of 172 shares — an estimated $5.47K sold.

Tennessee Valley Asset Management Partners first reported a position in XLU in Q4 2023 and held it in 1 quarter. The position peaked at $5.47K in Q4 2023. 1,114 funds tracked by Wall St. Rank hold XLU as of Q1 2024.

Tennessee Valley Asset Management Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 172 State Street Utilities Select Sector SPDR ETF shares in Q1 2024, an estimated $5.47K.
Tennessee Valley Asset Management Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
Tennessee Valley Asset Management Partners's State Street Utilities Select Sector SPDR ETF position peaked at $5.47K in Q4 2023.
1,114 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.