American Research & Management Company’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

American Research & Management Company’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	$20K	Hold	600	–	–	0.01%	254
2022 Q2	$21K	Hold	600	–	–	0.01%	260
2022 Q1	$22K	Hold	600	–	–	﹤0.01%	264
2021 Q4	$21K	Hold	600	–	–	﹤0.01%	268
2021 Q3	$19K	Hold	600	–	–	﹤0.01%	268
2021 Q2	$19K	Hold	600	–	–	﹤0.01%	275
2021 Q1	$19K	Hold	600	–	–	﹤0.01%	257
2020 Q4	$19K	Buy	+600	New	+$19K	﹤0.01%	264
2020 Q3	–	Sell	-600	Closed	-$17K	–	379
2020 Q2	$17K	Hold	600	–	–	0.01%	252
2020 Q1	$17K	Hold	600	–	–	0.01%	233
2019 Q4	$19K	Hold	600	–	–	0.01%	247
2019 Q3	$19K	Hold	600	–	–	0.01%	250
2019 Q2	$18K	Hold	600	–	–	0.01%	266
2019 Q1	$17K	Sell	600 -200	-25%	-$5.56K	﹤0.01%	292
2018 Q4	$21K	Hold	800	–	–	0.01%	229
2018 Q3	$21K	Hold	800	–	–	0.01%	242
2018 Q2	$21K	Hold	800	–	–	0.01%	227
2018 Q1	$20K	Hold	800	–	–	0.01%	252
2017 Q4	$21K	Buy	+800	New	+$21.9K	0.01%	257

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

American Research & Management Company's XLU Position: Q3 2022 in Review

American Research & Management Company held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2022 at 600 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #254.

American Research & Management Company first reported a position in XLU in Q4 2017 and has held it in 19 quarters since. The position peaked at $22K in Q1 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q3 2022.

American Research & Management Company held 600 shares of State Street Utilities Select Sector SPDR ETF worth $20K as of Q3 2022.
American Research & Management Company left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2022.
State Street Utilities Select Sector SPDR ETF made up 0.01% of American Research & Management Company's portfolio in Q3 2022, its #254 holding.
American Research & Management Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 19 quarters since.
American Research & Management Company's State Street Utilities Select Sector SPDR ETF position peaked at $22K in Q1 2022.
1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.