Ameritas Investment Company’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Ameritas Investment 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
2021 Q3	$1.88M	Buy	58,936 +36,948	+168%	+$1.23M	0.09%	181
2021 Q2	$1.19M	Buy	21,988 +4,830	+28%	+$158K	0.06%	255
2021 Q1	$549K	Sell	17,158 -20,112	-54%	-$624K	0.05%	333
2020 Q4	$1.17M	Buy	37,270 +26,454	+245%	+$837K	0.23%	110
2020 Q3	$305K	Hold	10,816	–	–	0.1%	229
2020 Q2	$305K	Sell	10,816 -4,168	-28%	-$120K	0.09%	235
2020 Q1	$408K	Buy	14,984 +4,022	+37%	+$129K	0.07%	215
2019 Q4	$354K	Sell	10,962 -2,524	-19%	-$80.2K	0.07%	234
2019 Q3	$436K	Buy	13,486 +6,692	+98%	+$206K	0.09%	202
2019 Q2	$203K	Sell	6,794 -5,598	-45%	-$164K	0.1%	210
2019 Q1	$361K	Sell	12,392 -24,050	-66%	-$669K	0.07%	221
2018 Q4	$964K	Buy	+36,442	New	+$990K	0.21%	101

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Ameritas Investment Company's XLU Position: Q3 2021 in Review

Ameritas Investment Company increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 168% in Q3 2021, buying an estimated $1.23M and bringing the position to 58,936 shares worth $1.88M. The position accounts for 0.09% of the portfolio, ranked #181.

Ameritas Investment Company first reported a position in XLU in Q4 2018 and has held it in 12 quarters since. 894 funds tracked by Wall St. Rank hold XLU as of Q3 2021.

Ameritas Investment Company held 58,936 shares of State Street Utilities Select Sector SPDR ETF worth $1.88M as of Q3 2021.
Ameritas Investment Company bought 36,948 State Street Utilities Select Sector SPDR ETF shares in Q3 2021, an estimated $1.23M.
State Street Utilities Select Sector SPDR ETF made up 0.09% of Ameritas Investment Company's portfolio in Q3 2021, its #181 holding.
Ameritas Investment Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
894 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.