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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

First PREMIER Bank's XLU Position: Q1 2025 in Review

First PREMIER Bank sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 58 shares — an estimated $2K sold.

First PREMIER Bank first reported a position in XLU in Q2 2022 and held it in 11 quarters. The position peaked at $29K in Q4 2022. 1,358 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

First PREMIER Bank reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
First PREMIER Bank sold 58 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $2K.
First PREMIER Bank first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 11 quarters.
First PREMIER Bank's State Street Utilities Select Sector SPDR ETF position peaked at $29K in Q4 2022.
1,358 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on First PREMIER Bank's 13F filing for Q1 2025, filed 22 Apr 2025.