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Widmann Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-400
Closed -$14K – 468
2021
Q4 		$14K Buy
+400
New +$13.5K 0.01% 276

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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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Widmann Financial Services's XLU Position: Q1 2022 in Review

Widmann Financial Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2022, closing a stake of 400 shares — an estimated $14K sold.

Widmann Financial Services first reported a position in XLU in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 1,054 funds tracked by Wall St. Rank hold XLU as of Q1 2022.

  • Widmann Financial Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 400 State Street Utilities Select Sector SPDR ETF shares in Q1 2022, an estimated $14K.
  • Widmann Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $14K in Q4 2021.
  • 1,054 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.