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Walled Lake Planning & Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q4 		– Sell
-454
Closed -$14K – 317
2021
Q3 		$14K Buy
+454
New +$15.2K 0.01% 248

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Walled Lake Planning & Wealth Management's XLU Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2021, closing a stake of 454 shares — an estimated $14K sold.

Walled Lake Planning & Wealth Management first reported a position in XLU in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 986 funds tracked by Wall St. Rank hold XLU as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 454 State Street Utilities Select Sector SPDR ETF shares in Q4 2021, an estimated $14K.
  • Walled Lake Planning & Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $14K in Q3 2021.
  • 986 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.