West Wealth Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

West Wealth Group’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
2022 Q3	–	Sell	-6,988	Closed	-$245K	–	68
2022 Q2	$245K	Buy	+6,988	New	+$253K	0.11%	54

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

West Wealth Group's XLU Position: Q3 2022 in Review

West Wealth Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2022, closing a stake of 6,988 shares — an estimated $245K sold.

West Wealth Group first reported a position in XLU in Q2 2022 and held it in 1 quarter. The position peaked at $245K in Q2 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q3 2022.

West Wealth Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
West Wealth Group sold 6,988 State Street Utilities Select Sector SPDR ETF shares in Q3 2022, an estimated $245K.
West Wealth Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 1 quarter.
West Wealth Group's State Street Utilities Select Sector SPDR ETF position peaked at $245K in Q2 2022.
1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2022.

Based on West Wealth Group's 13F filing for Q3 2022, filed 21 Oct 2022.