Goelzer Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Goelzer Investment Management’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	-5,478	Closed	-$204K	–	232
2022 Q1	$204K	Buy	+5,478	New	+$190K	0.02%	214

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

Goelzer Investment Management's XLU Position: Q2 2022 in Review

Goelzer Investment Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2022, closing a stake of 5,478 shares — an estimated $204K sold.

Goelzer Investment Management first reported a position in XLU in Q1 2022 and held it in 1 quarter. The position peaked at $204K in Q1 2022. 1,112 funds tracked by Wall St. Rank hold XLU as of Q2 2022.

Goelzer Investment Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Goelzer Investment Management sold 5,478 State Street Utilities Select Sector SPDR ETF shares in Q2 2022, an estimated $204K.
Goelzer Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 1 quarter.
Goelzer Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $204K 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 Goelzer Investment Management's 13F filing for Q2 2022, filed 1 Aug 2022.