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BlackRock Institutional Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$73K Sell
3,000
-7,000
-70% -$167K ﹤0.01% 3674
2016
Q3 		$245K Buy
+10,000
New +$254K ﹤0.01% 3592

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
STMM
South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 1-Year Est. Return

BlackRock Institutional Trust's XLU Position: Q3 2014 in Review

BlackRock Institutional Trust sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2014, closing a stake of 54,200 shares — an estimated $1.2M sold.

BlackRock Institutional Trust first reported a position in XLU in Q2 2013 and held it in 3 quarters. The position peaked at $1.2M in Q2 2014. 388 funds tracked by Wall St. Rank hold XLU as of Q3 2014.

  • BlackRock Institutional Trust reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 54,200 State Street Utilities Select Sector SPDR ETF shares in Q3 2014, an estimated $1.2M.
  • BlackRock Institutional Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 3 quarters.
  • BlackRock Institutional Trust's State Street Utilities Select Sector SPDR ETF position peaked at $1.2M in Q2 2014.
  • 388 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2014.

Based on BlackRock Institutional Trust's 13F filing for Q3 2014, filed 29 Oct 2014.