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Trifecta Capital Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Trifecta Capital 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
2024
Q1 		– Sell
-92
Closed -$2.91K – 446
2023
Q4 		$2.91K Buy
+92
New +$2.81K ﹤0.01% 287

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trifecta Capital Advisors's XLU Position: Q1 2024 in Review

Trifecta Capital Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2024, closing a stake of 92 shares — an estimated $2.91K sold.

Trifecta Capital Advisors first reported a position in XLU in Q4 2023 and held it in 1 quarter. The position peaked at $2.91K in Q4 2023. 1,114 funds tracked by Wall St. Rank hold XLU as of Q1 2024.

  • Trifecta Capital Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 92 State Street Utilities Select Sector SPDR ETF shares in Q1 2024, an estimated $2.91K.
  • Trifecta Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
  • Trifecta Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.91K 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 Trifecta Capital Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.