Fukoku Mutual Life Insurance’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-534,000
| Closed | -$18.1M | – | 277 |
|
|
2023
Q1 | $18.1M | Sell |
534,000
-26,000
| -5% | -$881K | 1.64% | 26 |
|
|
2022
Q4 | $19.7M | Hold |
560,000
| – | – | 1.66% | 23 |
|
|
2022
Q3 | $18.3M | Buy |
560,000
+26,000
| +5% | +$953K | 1.72% | 24 |
|
|
2022
Q2 | $18.7M | Hold |
534,000
| – | – | 1.59% | 24 |
|
|
2022
Q1 | $19.9M | Hold |
534,000
| – | – | 1.51% | 26 |
|
|
2021
Q4 | $19.1M | Hold |
534,000
| – | – | 1.41% | 27 |
|
|
2021
Q3 | $17.1M | Hold |
534,000
| – | – | 1.33% | 31 |
|
|
2021
Q2 | $16.9M | Hold |
534,000
| – | – | 1.35% | 31 |
|
|
2021
Q1 | $17.1M | Hold |
534,000
| – | – | 1.65% | 24 |
|
|
2020
Q4 | $16.7M | Hold |
534,000
| – | – | 1.73% | 21 |
|
|
2020
Q3 | $15.9M | Hold |
534,000
| – | – | 1.68% | 21 |
|
|
2020
Q2 | $15.1M | Hold |
534,000
| – | – | 1.7% | 22 |
|
|
2020
Q1 | $14.8M | Hold |
534,000
| – | – | 2.15% | 17 |
|
|
2019
Q4 | $17.3M | Hold |
534,000
| – | – | 1.88% | 18 |
|
|
2019
Q3 | $17.3M | Hold |
534,000
| – | – | 2% | 15 |
|
|
2019
Q2 | $15.9M | Hold |
534,000
| – | – | 1.95% | 16 |
|
|
2019
Q1 | $15.5M | Hold |
534,000
| – | – | 1.99% | 14 |
|
|
2018
Q4 | $14.1M | Hold |
534,000
| – | – | 1.96% | 12 |
|
|
2018
Q3 | $14.1M | Hold |
534,000
| – | – | 1.81% | 13 |
|
|
2018
Q2 | $13.9M | Hold |
534,000
| – | – | 1.97% | 12 |
|
|
2018
Q1 | $13.5M | Hold |
534,000
| – | – | 2.07% | 12 |
|
|
2017
Q4 | $14.1M | Hold |
534,000
| – | – | 2.12% | 13 |
|
|
2017
Q3 | $14.2M | Hold |
534,000
| – | – | 2.09% | 11 |
|
|
2017
Q2 | $13.9M | Hold |
534,000
| – | – | 2.04% | 12 |
|
|
2017
Q1 | $13.7M | Hold |
534,000
| – | – | 2.26% | 12 |
|
|
2016
Q4 | $13M | Hold |
534,000
| – | – | 2.18% | 12 |
|
|
2016
Q3 | $13.1M | Hold |
534,000
| – | – | 2.36% | 11 |
|
|
2016
Q2 | $14M | Hold |
534,000
| – | – | 2.74% | 11 |
|
|
2016
Q1 | $13.2M | Sell |
534,000
-266,000
| -33% | -$6.14M | 2.89% | 8 |
|
|
2015
Q4 | $17.3M | Hold |
800,000
| – | – | 2.94% | 8 |
|
|
2015
Q3 | $17.3M | Hold |
800,000
| – | – | 3.27% | 7 |
|
|
2015
Q2 | $16.6M | Hold |
800,000
| – | – | 2.62% | 7 |
|
|
2015
Q1 | $17.8M | Hold |
800,000
| – | – | 2.92% | 5 |
|
|
2014
Q4 | $18.9M | Hold |
800,000
| – | – | 3.33% | 5 |
|
|
2014
Q3 | $16.8M | Hold |
800,000
| – | – | 3.09% | 7 |
|
|
2014
Q2 | $17.7M | Hold |
800,000
| – | – | 3.34% | 5 |
|
|
2014
Q1 | $16.6M | Sell |
800,000
-106,000
| -12% | -$2.09M | 3.43% | 4 |
|
|
2013
Q4 | $17.2M | Hold |
906,000
| – | – | 3.46% | 4 |
|
|
2013
Q3 | $16.9M | Buy |
906,000
+106,000
| +13% | +$2.02M | 3.4% | 4 |
|
|
2013
Q2 | $15.1M | Buy |
+800,000
| New | +$15.7M | 3.57% | 3 |
|
Other funds holding XLU
PIF
RJA
Fukoku Mutual Life Insurance's XLU Position: Q2 2023 in Review
Fukoku Mutual Life Insurance sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2023, closing a stake of 534,000 shares — an estimated $18.1M sold.
Fukoku Mutual Life Insurance first reported a position in XLU in Q2 2013 and held it in 40 quarters. The position peaked at $19.9M in Q1 2022. 1,105 funds tracked by Wall St. Rank hold XLU as of Q2 2023.
- Fukoku Mutual Life Insurance reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
- Fukoku Mutual Life Insurance sold 534,000 State Street Utilities Select Sector SPDR ETF shares in Q2 2023, an estimated $18.1M.
- Fukoku Mutual Life Insurance first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 40 quarters.
- Fukoku Mutual Life Insurance's State Street Utilities Select Sector SPDR ETF position peaked at $19.9M in Q1 2022.
- 1,105 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2023.
Based on Fukoku Mutual Life Insurance's 13F filing for Q2 2023, filed 1 Aug 2023.