Murphy Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Murphy Capital Management’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 Q2	$5.54M	Buy	157,960 +840	+0.5%	+$30.4K	0.77%	39
2022 Q1	$5.85M	Sell	157,120 -7,678	-5%	-$266K	0.68%	40
2021 Q4	$5.9M	Sell	164,798 -2,006	-1%	-$67.7K	0.63%	40
2021 Q3	$5.33M	Sell	166,804 -6,952	-4%	-$232K	0.62%	42
2021 Q2	$5.49M	Buy	173,756 +6,342	+4%	+$208K	0.63%	40
2021 Q1	$5.36M	Buy	167,414 +5,022	+3%	+$156K	0.67%	38
2020 Q4	$5.09M	Buy	162,392 +7,582	+5%	+$240K	0.68%	40
2020 Q3	$4.6M	Buy	154,810 +6,516	+4%	+$193K	0.67%	40
2020 Q2	$4.18M	Buy	148,294 +5,000	+3%	+$144K	0.66%	42
2020 Q1	$3.97M	Sell	143,294 -2,306	-2%	-$73.7K	0.75%	38
2019 Q4	$4.7M	Sell	145,600 -3,480	-2%	-$111K	0.67%	42
2019 Q3	$4.83M	Sell	149,080 -2,410	-2%	-$74.4K	0.73%	40
2019 Q2	$4.52M	Sell	151,490 -7,342	-5%	-$216K	0.67%	42
2019 Q1	$4.62M	Sell	158,832 -11,190	-7%	-$311K	0.7%	40
2018 Q4	$4.5M	Sell	170,022 -8,460	-5%	-$230K	0.76%	41
2018 Q3	$4.7M	Buy	178,482 +1,700	+1%	+$45.2K	0.65%	46
2018 Q2	$4.59M	Sell	176,782 -1,690	-0.9%	-$42.5K	0.66%	46
2018 Q1	$4.51M	Buy	178,472 +59,310	+50%	+$1.48M	0.64%	49
2017 Q4	$3.14M	Sell	119,162 -110	-0.1%	-$3.02K	0.43%	61
2017 Q3	$3.16M	Sell	119,272 -5,010	-4%	-$134K	0.45%	63
2017 Q2	$3.23M	Sell	124,282 -2,836	-2%	-$74.5K	0.48%	63
2017 Q1	$3.26M	Buy	127,118 +4,950	+4%	+$124K	0.48%	60
2016 Q4	$2.97M	Buy	122,168 +8,710	+8%	+$208K	0.47%	60
2016 Q3	$2.78M	Buy	113,458 +16,480	+17%	+$418K	0.43%	66
2016 Q2	$2.54M	Buy	96,978 +336	+0.3%	+$8.28K	0.39%	70
2016 Q1	$2.4M	Buy	96,642 +7,574	+9%	+$175K	0.38%	68
2015 Q4	$1.93M	Buy	89,068 +4,880	+6%	+$106K	0.29%	87
2015 Q3	$1.82M	Sell	84,188 -5,700	-6%	-$123K	0.3%	95
2015 Q2	$1.86M	Sell	89,888 -22,550	-20%	-$494K	0.28%	96
2015 Q1	$2.5M	Sell	112,438 -11,590	-9%	-$268K	0.37%	78
2014 Q4	$2.93M	Buy	124,028 +39,286	+46%	+$889K	0.45%	65
2014 Q3	$1.78M	Sell	84,742 -1,394	-2%	-$29.5K	0.28%	96
2014 Q2	$1.91M	Buy	86,136 +270	+0.3%	+$5.74K	0.3%	91
2014 Q1	$1.78M	Sell	85,866 -242	-0.3%	-$4.77K	0.3%	93
2013 Q4	$1.63M	Buy	86,108 +6,010	+8%	+$115K	0.28%	93
2013 Q3	$1.5M	Buy	80,098 +3,760	+5%	+$71.6K	0.28%	95
2013 Q2	$1.44M	Buy	+76,338	New	+$1.5M	0.29%	91

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Murphy Capital Management's XLU Position: Q2 2022 in Review

Murphy Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.53% in Q2 2022, buying an estimated $30.4K and bringing the position to 157,960 shares worth $5.54M. The position accounts for 0.77% of the portfolio, ranked #39.

Murphy Capital Management first reported a position in XLU in Q2 2013 and has held it in 37 quarters since. The position peaked at $5.9M in Q4 2021. 1,112 funds tracked by Wall St. Rank hold XLU as of Q2 2022.

Murphy Capital Management held 157,960 shares of State Street Utilities Select Sector SPDR ETF worth $5.54M as of Q2 2022.
Murphy Capital Management bought 840 State Street Utilities Select Sector SPDR ETF shares in Q2 2022, an estimated $30.4K.
State Street Utilities Select Sector SPDR ETF made up 0.77% of Murphy Capital Management's portfolio in Q2 2022, its #39 holding.
Murphy Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 37 quarters since.
Murphy Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $5.9M in Q4 2021.
1,112 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.