B. Riley Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

B. Riley Wealth Management’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 Q2	$393	Buy	11,204 +3,196	+40%	+$116K	﹤0.01%	468
2022 Q1	$298K	Sell	8,008 -1,478	-16%	-$51.2K	0.02%	453
2021 Q4	$340K	Buy	9,486 +18	+0.2%	+$607	0.02%	441
2021 Q3	$302K	Sell	9,468 -628	-6%	-$21K	0.02%	457
2021 Q2	$319K	Buy	+10,096	New	+$330K	0.04%	302
2020 Q4	–	Sell	-9,624	Closed	-$286K	–	473
2020 Q3	$286K	Buy	+9,624	New	+$286K	0.03%	301
2020 Q2	–	Sell	-8,114	Closed	-$225K	–	565
2020 Q1	$225K	Sell	8,114 -982	-11%	-$31.4K	0.02%	414
2019 Q4	$294K	Sell	9,096 -18,146	-67%	-$576K	0.04%	293
2019 Q3	$882K	Sell	27,242 -19,494	-42%	-$601K	0.15%	142
2019 Q2	$1.39K	Buy	46,736 +12,670	+37%	+$372K	0.21%	92
2019 Q1	$991K	Buy	+34,066	New	+$947K	0.17%	134
2016 Q1	$211K	Buy	+8,540	New	+$197K	0.32%	110
2015 Q3	–	Sell	-5,076	Closed	-$105K	–	771
2015 Q2	$105K	Sell	5,076 -16,340	-76%	-$358K	0.08%	267
2015 Q1	$475K	Buy	21,416 +15,466	+260%	+$357K	0.36%	63
2014 Q4	$140K	Sell	5,950 -3,482	-37%	-$78.8K	0.11%	211
2014 Q3	$198K	Buy	9,432 +1,420	+18%	+$30.1K	0.15%	193
2014 Q2	$177K	Buy	8,012 +2,246	+39%	+$47.8K	0.11%	246
2014 Q1	$120K	Buy	+5,766	New	+$114K	0.09%	278

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

B. Riley Wealth Management's XLU Position: Q2 2022 in Review

B. Riley Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 40% in Q2 2022, buying an estimated $116K and bringing the position to 11,204 shares worth $393. The position accounts for ﹤0.01% of the portfolio, ranked #468.

B. Riley Wealth Management first reported a position in XLU in Q1 2014 and has held it in 18 quarters since. The position peaked at $991K in Q1 2019. 1,112 funds tracked by Wall St. Rank hold XLU as of Q2 2022.

B. Riley Wealth Management held 11,204 shares of State Street Utilities Select Sector SPDR ETF worth $393 as of Q2 2022.
B. Riley Wealth Management bought 3,196 State Street Utilities Select Sector SPDR ETF shares in Q2 2022, an estimated $116K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #468 holding.
B. Riley Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2014 and has held it in 18 quarters since.
B. Riley Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $991K in Q1 2019.
1,112 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.