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

Ally Financial’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 Q2	–	Sell	-464,000	Closed	-$15.2M	–	135
2024 Q1	$15.2M	Hold	464,000	–	–	2.06%	14
2023 Q4	$14.7M	Hold	464,000	–	–	1.92%	13
2023 Q3	$13.7M	Buy	+464,000	New	+$15M	2.01%	11
2022 Q1	–	Sell	-1,550,000	Closed	-$55.5M	–	143
2021 Q4	$55.5M	Hold	1,550,000	–	–	5.08%	3
2021 Q3	$49.5M	Buy	1,550,000 +310,000	+25%	+$10.4M	4.84%	3
2021 Q2	$39.2M	Buy	1,240,000 +560,000	+82%	+$18.3M	3.89%	3
2021 Q1	$21.8M	Hold	680,000	–	–	2.08%	8
2020 Q4	$21.3M	Buy	680,000 +400,000	+143%	+$12.7M	2%	6
2020 Q3	$8.31M	Hold	280,000	–	–	1.34%	18
2020 Q2	$7.9M	Buy	280,000 +120,000	+75%	+$3.46M	1.3%	15
2020 Q1	$4.43M	Hold	160,000	–	–	0.47%	40
2019 Q4	$5.17M	Buy	+160,000	New	+$5.08M	0.85%	34
2018 Q4	–	Sell	-1,183,570	Closed	-$31.2M	–	137
2018 Q3	$31.2M	Buy	1,183,570 +90,000	+8%	+$2.39M	6.19%	2
2018 Q2	$28.4M	Buy	1,093,570 +163,570	+18%	+$4.11M	5.58%	2
2018 Q1	$23.5M	Buy	930,000 +380,000	+69%	+$9.48M	3.52%	5
2017 Q4	$14.5M	Buy	550,000 +350,000	+175%	+$9.6M	2.8%	7
2017 Q3	$5.3M	Buy	+200,000	New	+$5.37M	1.01%	33
2017 Q2	–	Sell	-200,000	Closed	-$5.13M	–	125
2017 Q1	$5.13M	Sell	200,000 -130,000	-39%	-$3.25M	1.16%	23
2016 Q4	$8.01M	Buy	+330,000	New	+$7.88M	1.35%	15
2016 Q1	–	Sell	-920,000	Closed	-$19.9M	–	143
2015 Q4	$19.9M	Sell	920,000 -810,000	-47%	-$17.6M	2.78%	5
2015 Q3	$37.4M	Hold	1,730,000	–	–	3.8%	6
2015 Q2	$35.9M	Buy	1,730,000 +230,000	+15%	+$5.04M	3.63%	4
2015 Q1	$33.3M	Buy	+1,500,000	New	+$34.7M	3.45%	4
2014 Q1	–	Sell	-1,050,000	Closed	-$19.9M	–	161
2013 Q4	$19.9M	Buy	1,050,000 +120,000	+13%	+$2.3M	2.12%	7
2013 Q3	$17.4M	Hold	930,000	–	–	1.89%	13
2013 Q2	$17.5M	Buy	+930,000	New	+$18.2M	1.72%	11

Other funds holding XLU

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

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

HIIFS

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Ally Financial's XLU Position: Q2 2024 in Review

Ally Financial sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2024, closing a stake of 464,000 shares — an estimated $15.2M sold.

Ally Financial first reported a position in XLU in Q2 2013 and held it in 26 quarters. The position peaked at $55.5M in Q4 2021. 1,193 funds tracked by Wall St. Rank hold XLU as of Q2 2024.

Ally Financial reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Ally Financial sold 464,000 State Street Utilities Select Sector SPDR ETF shares in Q2 2024, an estimated $15.2M.
Ally Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 26 quarters.
Ally Financial's State Street Utilities Select Sector SPDR ETF position peaked at $55.5M in Q4 2021.
1,193 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2024.

Based on Ally Financial's 13F filing for Q2 2024, filed 13 Aug 2024.