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WestHill Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

WestHill Financial 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
Q4 		– Sell
-158
Closed -$4.66K – 120
2023
Q3 		$4.66K Buy
+158
New +$5.09K ﹤0.01% 111

Other funds holding XLU

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

WestHill Financial Advisors's XLU Position: Q4 2023 in Review

WestHill Financial Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2023, closing a stake of 158 shares — an estimated $4.66K sold.

WestHill Financial Advisors first reported a position in XLU in Q3 2023 and held it in 1 quarter. The position peaked at $4.66K in Q3 2023. 1,147 funds tracked by Wall St. Rank hold XLU as of Q4 2023.

  • WestHill Financial Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • WestHill Financial Advisors sold 158 State Street Utilities Select Sector SPDR ETF shares in Q4 2023, an estimated $4.66K.
  • WestHill Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • WestHill Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $4.66K in Q3 2023.
  • 1,147 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.