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

Investors Financial Group’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 Q1	–	Sell	-20,898	Closed	-$748K	–	199
2021 Q4	$748K	Buy	20,898 +4,722	+29%	+$159K	0.35%	77
2021 Q3	$517K	Buy	16,176 +436	+3%	+$14.6K	0.27%	94
2021 Q2	$498K	Sell	15,740 -1,110	-7%	-$36.3K	0.27%	101
2021 Q1	$540K	Sell	16,850 -19,172	-53%	-$595K	0.32%	88
2020 Q4	$1.13M	Buy	36,022 +13,590	+61%	+$430K	0.75%	32
2020 Q3	$666K	Buy	22,432 +11,138	+99%	+$331K	0.5%	58
2020 Q2	$319K	Buy	11,294 +1,014	+10%	+$29.2K	0.26%	98
2020 Q1	$285K	Sell	10,280 -406	-4%	-$13K	0.29%	92
2019 Q4	$345K	Buy	+10,686	New	+$339K	0.28%	89

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Investors Financial Group's XLU Position: Q1 2022 in Review

Investors Financial Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2022, closing a stake of 20,898 shares — an estimated $748K sold.

Investors Financial Group first reported a position in XLU in Q4 2019 and held it in 9 quarters. The position peaked at $1.13M in Q4 2020. 1,054 funds tracked by Wall St. Rank hold XLU as of Q1 2022.

Investors Financial Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 20,898 State Street Utilities Select Sector SPDR ETF shares in Q1 2022, an estimated $748K.
Investors Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.13M in Q4 2020.
1,054 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.