WR Wealth Planners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

WR Wealth Planners’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 Q4	$31.4K	Hold	830	–	–	0.01%	384
2024 Q3	$33.5K	Hold	830	–	–	0.01%	394
2024 Q2	$28.3K	Hold	830	–	–	0.01%	399
2024 Q1	$27.2K	Buy	+830	New	+$25.9K	0.01%	406
2023 Q4	–	Sell	-2,452	Closed	-$72.2K	–	878
2023 Q3	$72.2K	Hold	2,452	–	–	0.03%	280
2023 Q2	$80.2K	Buy	2,452 +1,004	+69%	+$33.8K	0.03%	269
2023 Q1	$49K	Buy	1,448 +908	+168%	+$30.8K	0.02%	321
2022 Q4	$19K	Hold	540	–	–	0.01%	221
2022 Q3	$17.7K	Sell	540 -38	-7%	-$1.39K	0.01%	212
2022 Q2	$20.3K	Buy	578 +84	+17%	+$3.04K	0.01%	224
2022 Q1	$18.4K	Buy	+494	New	+$17.1K	0.01%	238

Other funds holding XLU

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

WR Wealth Planners's XLU Position: Q4 2024 in Review

WR Wealth Planners held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q4 2024 at 830 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #384.

WR Wealth Planners first reported a position in XLU in Q1 2022 and has held it in 11 quarters since. The position peaked at $80.2K in Q2 2023. 1,360 funds tracked by Wall St. Rank hold XLU as of Q4 2024.

WR Wealth Planners held 830 shares of State Street Utilities Select Sector SPDR ETF worth $31.4K as of Q4 2024.
WR Wealth Planners left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Utilities Select Sector SPDR ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #384 holding.
WR Wealth Planners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's State Street Utilities Select Sector SPDR ETF position peaked at $80.2K in Q2 2023.
1,360 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.