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

Wipfli 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
2022 Q3	$62K	Buy	+1,882	New	+$69K	﹤0.01%	975

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

Wipfli Financial Advisors's XLU Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2022: 1,882 shares worth $62K. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings.

1,101 funds tracked by Wall St. Rank hold XLU as of Q3 2022.

Wipfli Financial Advisors held 1,882 shares of State Street Utilities Select Sector SPDR ETF worth $62K as of Q3 2022.
State Street Utilities Select Sector SPDR ETF was a new Wipfli Financial Advisors position in Q3 2022.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #975 holding.
1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.