FourThought Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

FourThought Financial’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 Q3	$7K	Hold	200	–	–	﹤0.01%	1134
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	1114
2022 Q1	$7K	Sell	200 -590	-75%	-$20.5K	﹤0.01%	1131
2021 Q4	$28K	Hold	790	–	–	﹤0.01%	846
2021 Q3	$25K	Sell	790 -696	-47%	-$23.3K	﹤0.01%	904
2021 Q2	$46K	Hold	1,486	–	–	0.01%	736
2021 Q1	$47K	Sell	1,486 -90	-6%	-$2.79K	0.01%	707
2020 Q4	$49K	Buy	+1,576	New	+$49.9K	0.01%	669

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FourThought Financial's XLU Position: Q3 2022 in Review

FourThought Financial held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2022 at 200 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

FourThought Financial first reported a position in XLU in Q4 2020 and has held it in 8 quarters since. The position peaked at $49K in Q4 2020. 1,101 funds tracked by Wall St. Rank hold XLU as of Q3 2022.

FourThought Financial held 200 shares of State Street Utilities Select Sector SPDR ETF worth $7K as of Q3 2022.
FourThought Financial left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2022.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1134 holding.
FourThought Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's State Street Utilities Select Sector SPDR ETF position peaked at $49K in Q4 2020.
1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.