Bay Rivers Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bay Rivers Group’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	-33,910	Closed	-$1.11M	–	86
2024 Q1	$1.11M	Buy	33,910 +3,166	+10%	+$98.8K	0.61%	39
2023 Q4	$974K	Buy	+30,744	New	+$940K	0.61%	42
2023 Q1	–	Sell	-85,216	Closed	-$3M	–	64
2022 Q4	$3M	Buy	+85,216	New	+$2.9M	3.04%	12
2022 Q3	–	Sell	-78,176	Closed	-$2.74M	–	64
2022 Q2	$2.74M	Buy	+78,176	New	+$2.83M	2.44%	16
2020 Q2	–	Sell	-96,440	Closed	-$2.67M	–	65
2020 Q1	$2.67M	Buy	+96,440	New	+$3.08M	3.78%	8

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

Bay Rivers Group's XLU Position: Q2 2024 in Review

Bay Rivers Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2024, closing a stake of 33,910 shares — an estimated $1.11M sold.

Bay Rivers Group first reported a position in XLU in Q1 2020 and held it in 5 quarters. The position peaked at $3M in Q4 2022. 1,193 funds tracked by Wall St. Rank hold XLU as of Q2 2024.

Bay Rivers Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Bay Rivers Group sold 33,910 State Street Utilities Select Sector SPDR ETF shares in Q2 2024, an estimated $1.11M.
Bay Rivers Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and held it in 5 quarters.
Bay Rivers Group's State Street Utilities Select Sector SPDR ETF position peaked at $3M in Q4 2022.
1,193 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2024.

Based on Bay Rivers Group's 13F filing for Q2 2024, filed 22 Jul 2024.