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FPB
First PREMIER Bank’s
State Street Utilities Select Sector SPDR ETF
XLU
Stock Holding History
First PREMIER Bank’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
2025
Q1
–
Sell
-58
Closed
-$2K
–
406
2024
Q4
$2K
Sell
58
-10
-15%
-$397
﹤0.01%
383
2024
Q3
$3K
Hold
68
–
–
﹤0.01%
388
2024
Q2
$2K
Sell
68
-10
-13%
-$343
﹤0.01%
387
2024
Q1
$3K
Buy
78
+6
+8%
+$187
﹤0.01%
430
2023
Q4
$2K
Hold
72
–
–
﹤0.01%
364
2023
Q3
$2K
Sell
72
-108
-60%
-$3.48K
﹤0.01%
339
2023
Q2
$6K
Sell
180
-634
-78%
-$21.3K
﹤0.01%
343
2023
Q1
$28K
Sell
814
-14
-2%
-$474
0.01%
286
2022
Q4
$29K
Buy
828
+182
+28%
+$6.19K
0.01%
266
2022
Q3
$21K
Hold
646
–
–
0.01%
296
2022
Q2
$23K
Buy
+646
New
+$23.4K
0.01%
297
Other funds holding XLU
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
$761B AUM
31.28%
1-Year Est. Return
Bessemer Group
Woodbridge, New Jersey
$63.6B AUM
28.76%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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