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Longer Investments’s
State Street Utilities Select Sector SPDR ETF
XLU
Stock Holding History
Longer Investments’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
2018
Q2
–
Sell
-154,750
Closed
-$3.91M
–
35
2018
Q1
$3.91M
Buy
+154,750
New
+$3.86M
4.28%
7
2016
Q3
–
Sell
-48,902
Closed
-$1.28M
–
44
2016
Q2
$1.28M
Sell
48,902
-82,758
-63%
-$2.04M
1.41%
25
2016
Q1
$3.27M
Sell
131,660
-96,920
-42%
-$2.24M
2.7%
7
2015
Q4
$4.95M
Sell
228,580
-5,300
-2%
-$115K
4.36%
6
2015
Q3
$5.06M
Buy
233,880
+32,040
+16%
+$690K
5.96%
5
2015
Q2
$4.18M
Sell
201,840
-157,720
-44%
-$3.45M
3.68%
8
2015
Q1
$7.99M
Buy
359,560
+59,850
+20%
+$1.38M
6.09%
6
2014
Q4
$7.08M
Sell
299,710
-49,730
-14%
-$1.13M
5.24%
6
2014
Q3
$7.35M
Buy
349,440
+89,850
+35%
+$1.9M
5.94%
6
2014
Q2
$5.75M
Sell
259,590
-82,530
-24%
-$1.76M
4.34%
5
2014
Q1
$7.09M
Sell
342,120
-1,450
-0.4%
-$28.6K
5.63%
4
2013
Q4
$6.52M
Buy
343,570
+8,560
+3%
+$164K
5.09%
4
2013
Q3
$6.26M
Sell
335,010
-29,170
-8%
-$556K
5.03%
4
2013
Q2
$6.85M
Buy
+364,180
New
+$7.14M
6.24%
5
Other funds holding XLU
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
N
Natixis
Paris, France
$25B AUM
26.79%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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