American State Bank (Iowa)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

American State Bank (Iowa)’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 Q1	–	Sell	-2,000	Closed	-$63.3K	–	330
2023 Q4	$63.3K	Hold	2,000	–	–	0.04%	182
2023 Q3	$58.9K	Hold	2,000	–	–	0.04%	185
2023 Q2	$65.4K	Hold	2,000	–	–	0.05%	179
2023 Q1	$67.7K	Hold	2,000	–	–	0.05%	178
2022 Q4	$70.5K	Hold	2,000	–	–	0.05%	178
2022 Q3	$65.5K	Hold	2,000	–	–	0.06%	175
2022 Q2	$70.1K	Hold	2,000	–	–	0.06%	174
2022 Q1	$74.5K	Hold	2,000	–	–	0.05%	176
2021 Q4	$71.6K	Hold	2,000	–	–	0.05%	180
2021 Q3	$63.9K	Hold	2,000	–	–	0.05%	179
2021 Q2	$63.2K	Hold	2,000	–	–	0.05%	180
2021 Q1	$64K	Hold	2,000	–	–	0.05%	176
2020 Q4	$62.7K	Buy	+2,000	New	+$63.3K	0.06%	167

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

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

American State Bank (Iowa)'s XLU Position: Q1 2024 in Review

American State Bank (Iowa) sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2024, closing a stake of 2,000 shares — an estimated $63.3K sold.

American State Bank (Iowa) first reported a position in XLU in Q4 2020 and held it in 13 quarters. The position peaked at $74.5K in Q1 2022. 1,114 funds tracked by Wall St. Rank hold XLU as of Q1 2024.

American State Bank (Iowa) reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 2,000 State Street Utilities Select Sector SPDR ETF shares in Q1 2024, an estimated $63.3K.
American State Bank (Iowa) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s State Street Utilities Select Sector SPDR ETF position peaked at $74.5K in Q1 2022.
1,114 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.