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

Freedman Financial 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	–	Sell	-116	Closed	-$4K	–	448
2022 Q1	$4K	Hold	116	–	–	﹤0.01%	429
2021 Q4	$4K	Hold	116	–	–	﹤0.01%	405
2021 Q3	$4K	Hold	116	–	–	﹤0.01%	415
2021 Q2	$4K	Hold	116	–	–	﹤0.01%	405
2021 Q1	$4K	Hold	116	–	–	﹤0.01%	409
2020 Q4	$4K	Buy	+116	New	+$3.67K	﹤0.01%	410

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 $235B AUM 32.99% 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

Freedman Financial Associates's XLU Position: Q2 2022 in Review

Freedman Financial Associates sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2022, closing a stake of 116 shares — an estimated $4K sold.

Freedman Financial Associates first reported a position in XLU in Q4 2020 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 1,112 funds tracked by Wall St. Rank hold XLU as of Q2 2022.

Freedman Financial Associates reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 116 State Street Utilities Select Sector SPDR ETF shares in Q2 2022, an estimated $4K.
Freedman Financial Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's State Street Utilities Select Sector SPDR ETF position peaked at $4K 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 Freedman Financial Associates's 13F filing for Q2 2022.