Wetzel Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wetzel Investment 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 Q3	–	Sell	-1,822	Closed	-$59.8K	–	912
2024 Q2	$59.8K	Hold	1,822	–	–	0.03%	223
2024 Q1	$58.7K	Hold	1,822	–	–	0.03%	231
2023 Q4	$58K	Buy	+1,822	New	+$55.7K	0.04%	233

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wetzel Investment Advisors's XLU Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2024, closing a stake of 1,822 shares — an estimated $59.8K sold.

Wetzel Investment Advisors first reported a position in XLU in Q4 2023 and held it in 3 quarters. The position peaked at $59.8K in Q2 2024. 1,300 funds tracked by Wall St. Rank hold XLU as of Q3 2024.

Wetzel Investment Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Wetzel Investment Advisors sold 1,822 State Street Utilities Select Sector SPDR ETF shares in Q3 2024, an estimated $59.8K.
Wetzel Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
Wetzel Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $59.8K in Q2 2024.
1,300 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.