Kistler-Tiffany Companies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$29.1K	Hold	890	–	–	﹤0.01%	564
2023 Q1	$30.1K	Hold	890	–	–	0.01%	494
2022 Q4	$31.4K	Hold	890	–	–	0.01%	469
2022 Q3	$29K	Hold	890	–	–	0.01%	446
2022 Q2	$31K	Hold	890	–	–	0.01%	441
2022 Q1	$33K	Hold	890	–	–	0.01%	442
2021 Q4	$32K	Hold	890	–	–	0.01%	433
2021 Q3	$28K	Hold	890	–	–	0.01%	444
2021 Q2	$28K	Hold	890	–	–	0.01%	443
2021 Q1	$28K	Hold	890	–	–	0.01%	412
2020 Q4	$28K	Hold	890	–	–	0.01%	377
2020 Q3	$26K	Hold	890	–	–	0.01%	363
2020 Q2	$25K	Hold	890	–	–	0.01%	338
2020 Q1	$29K	Hold	890	–	–	0.01%	319
2019 Q4	$29K	Hold	890	–	–	0.01%	326
2019 Q3	$29K	Hold	890	–	–	0.01%	317
2019 Q2	$27K	Hold	890	–	–	0.01%	321
2019 Q1	$26K	Hold	890	–	–	0.01%	320
2018 Q4	$24K	Hold	890	–	–	0.01%	307
2018 Q3	$23K	Hold	890	–	–	0.01%	336
2018 Q2	$23K	Buy	+890	New	+$22.4K	0.01%	334
2015 Q2	–	Sell	-1,516	Closed	-$34K	–	641
2015 Q1	$34K	Hold	1,516	–	–	0.02%	287
2014 Q4	$36K	Hold	1,516	–	–	0.02%	282
2014 Q3	$32K	Hold	1,516	–	–	0.02%	303
2014 Q2	$34K	Hold	1,516	–	–	0.02%	290
2014 Q1	$31K	Sell	1,516 -1,188	-44%	-$23.4K	0.02%	290
2013 Q4	$51K	Hold	2,704	–	–	0.04%	223
2013 Q3	$51K	Hold	2,704	–	–	0.04%	218
2013 Q2	$51K	Buy	+2,704	New	+$53K	0.04%	207

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kistler-Tiffany Companies's XLU Position: Q2 2023 in Review

Kistler-Tiffany Companies held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2023 at 890 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Kistler-Tiffany Companies first reported a position in XLU in Q2 2013 and has held it in 29 quarters since. The position peaked at $51K in Q4 2013. 1,105 funds tracked by Wall St. Rank hold XLU as of Q2 2023.

Kistler-Tiffany Companies held 890 shares of State Street Utilities Select Sector SPDR ETF worth $29.1K as of Q2 2023.
Kistler-Tiffany Companies left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2023.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #564 holding.
Kistler-Tiffany Companies first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 29 quarters since.
Kistler-Tiffany Companies's State Street Utilities Select Sector SPDR ETF position peaked at $51K in Q4 2013.
1,105 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.