Insight 2811 Inc’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Insight 2811 Inc’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
2021 Q4	–	Sell	-12,600	Closed	-$402K	–	87
2021 Q3	$402K	Buy	12,600 +802	+7%	+$26.8K	0.24%	41
2021 Q2	$373K	Sell	11,798 -102	-0.9%	-$3.34K	0.21%	51
2021 Q1	$381K	Buy	+11,900	New	+$369K	0.22%	47
2019 Q4	–	Sell	-19,564	Closed	-$633K	–	95
2019 Q3	$633K	Sell	19,564 -2,686	-12%	-$82.9K	0.45%	34
2019 Q2	$675K	Buy	22,250 +1,648	+8%	+$48.4K	0.49%	35
2019 Q1	$599K	Sell	20,602 -2,718	-12%	-$75.6K	0.46%	40
2018 Q4	$617K	Sell	23,320 -2,134	-8%	-$58K	0.52%	33
2018 Q3	$670K	Buy	+25,454	New	+$676K	0.45%	45
2016 Q3	–	Sell	-62,102	Closed	-$1.63M	–	108
2016 Q2	$1.63M	Buy	+62,102	New	+$1.53M	0.63%	24
2015 Q2	–	Sell	-114,402	Closed	-$2.54M	–	118
2015 Q1	$2.54M	Sell	114,402 -5,516	-5%	-$127K	1.2%	14
2014 Q4	$2.83M	Buy	+119,918	New	+$2.71M	1.38%	12

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Insight 2811 Inc's XLU Position: Q4 2021 in Review

Insight 2811 Inc sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2021, closing a stake of 12,600 shares — an estimated $402K sold.

Insight 2811 Inc first reported a position in XLU in Q4 2014 and held it in 11 quarters. The position peaked at $2.83M in Q4 2014. 987 funds tracked by Wall St. Rank hold XLU as of Q4 2021.

Insight 2811 Inc reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Insight 2811 Inc sold 12,600 State Street Utilities Select Sector SPDR ETF shares in Q4 2021, an estimated $402K.
Insight 2811 Inc first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and held it in 11 quarters.
Insight 2811 Inc's State Street Utilities Select Sector SPDR ETF position peaked at $2.83M in Q4 2014.
987 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2021.

Based on Insight 2811 Inc's 13F filing for Q4 2021, filed 1 Feb 2022.