Loomis, Sayles & Company
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Loomis, Sayles & Company’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Loomis, Sayles & Company’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
Q4 		– Sell
-6,008
Closed -$197K – 1000
2022
Q3 		$197K Buy
+6,008
New +$220K ﹤0.01% 475

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loomis, Sayles & Company's XLU Position: Q4 2022 in Review

Loomis, Sayles & Company sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022, closing a stake of 6,008 shares — an estimated $197K sold.

Loomis, Sayles & Company first reported a position in XLU in Q3 2022 and held it in 1 quarter. The position peaked at $197K in Q3 2022. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

  • Loomis, Sayles & Company reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Loomis, Sayles & Company sold 6,008 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $197K.
  • Loomis, Sayles & Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and held it in 1 quarter.
  • Loomis, Sayles & Company's State Street Utilities Select Sector SPDR ETF position peaked at $197K in Q3 2022.
  • 1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on Loomis, Sayles & Company's 13F filing for Q4 2022, filed 10 Feb 2023.