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

V 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	–	Sell	-10,326	Closed	-$338K	–	379
2023 Q2	$338K	Sell	10,326 -694	-6%	-$23.4K	0.06%	269
2023 Q1	$373K	Sell	11,020 -34	-0.3%	-$1.15K	0.07%	244
2022 Q4	$390K	Buy	11,054 +318	+3%	+$10.8K	0.08%	234
2022 Q3	$351K	Buy	10,736 +1,002	+10%	+$36.7K	0.07%	259
2022 Q2	$341K	Buy	+9,734	New	+$352K	0.06%	290
2017 Q3	–	Sell	-424	Closed	-$11K	–	722
2017 Q2	$11K	Buy	+424	New	+$11.1K	0.01%	556

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

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

V Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2023, closing a stake of 10,326 shares — an estimated $338K sold.

V Wealth Advisors first reported a position in XLU in Q2 2017 and held it in 6 quarters. The position peaked at $390K in Q4 2022. 1,063 funds tracked by Wall St. Rank hold XLU as of Q3 2023.

V Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 10,326 State Street Utilities Select Sector SPDR ETF shares in Q3 2023, an estimated $338K.
V Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2017 and held it in 6 quarters.
V Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $390K in Q4 2022.
1,063 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.