Bivin & Associates’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bivin & Associates’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	$36K	Hold	1,038	–	–	0.04%	85
2022 Q1	$39K	Hold	1,038	–	–	0.04%	91
2021 Q4	$37K	Buy	+1,038	New	+$35K	0.03%	103

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 $303B AUM 53.02% 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

Bivin & Associates's XLU Position: Q2 2022 in Review

Bivin & Associates held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2022 at 1,038 shares worth $36K. The position accounts for 0.04% of the portfolio, ranked #85.

Bivin & Associates first reported a position in XLU in Q4 2021 and has held it in 3 quarters since. The position peaked at $39K in Q1 2022. 1,112 funds tracked by Wall St. Rank hold XLU as of Q2 2022.

Bivin & Associates held 1,038 shares of State Street Utilities Select Sector SPDR ETF worth $36K as of Q2 2022.
Bivin & Associates left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2022.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Bivin & Associates's portfolio in Q2 2022, its #85 holding.
Bivin & Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
Bivin & Associates's State Street Utilities Select Sector SPDR ETF position peaked at $39K in Q1 2022.
1,112 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.