National Mutual Insurance Federation of Agricultural Cooperatives’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

National Mutual Insurance Federation of Agricultural Cooperatives’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
2020 Q3	–	Sell	-34,000	Closed	-$959K	–	55
2020 Q2	$959K	Sell	34,000 -3,136,000	-99%	-$90.4M	0.01%	52
2020 Q1	$87.8M	Sell	3,170,000 -221,268	-7%	-$7.08M	1.29%	10
2019 Q4	$110M	Hold	3,391,268	–	–	1.31%	9
2019 Q3	$110M	Buy	3,391,268 +33,200	+1%	+$1.02M	1.39%	9
2019 Q2	$100M	Buy	3,358,068 +3,136,000	+1,412%	+$92.1M	1.25%	9
2019 Q1	$6.46M	Sell	222,068 -14,932	-6%	-$415K	0.08%	13
2018 Q4	$6.27M	Buy	237,000 +33,000	+16%	+$897K	0.09%	13
2018 Q3	$5.37M	Buy	204,000 +34,000	+20%	+$903K	0.07%	15
2018 Q2	$4.42M	Hold	170,000	–	–	0.06%	17
2018 Q1	$4.29M	Hold	170,000	–	–	0.07%	24
2017 Q4	$4.48M	Hold	170,000	–	–	0.08%	24
2017 Q3	$4.51M	Hold	170,000	–	–	0.09%	20
2017 Q2	$4.42M	Sell	170,000 -26,000	-13%	-$683K	0.09%	17
2017 Q1	$5.03M	Hold	196,000	–	–	0.11%	13
2016 Q4	$4.76M	Buy	196,000 +18,000	+10%	+$430K	0.11%	14
2016 Q3	$4.36M	Hold	178,000	–	–	0.11%	18
2016 Q2	$4.67M	Hold	178,000	–	–	0.15%	13
2016 Q1	$4.42M	Buy	178,000 +98,000	+123%	+$2.26M	0.17%	19
2015 Q4	$1.73M	Sell	80,000 -40,000	-33%	-$867K	0.06%	43
2015 Q3	$2.6M	Hold	120,000	–	–	0.1%	28
2015 Q2	$2.49M	Hold	120,000	–	–	0.09%	32
2015 Q1	$2.67M	Hold	120,000	–	–	0.11%	31
2014 Q4	$2.83M	Hold	120,000	–	–	0.12%	29
2014 Q3	$2.52M	Hold	120,000	–	–	0.13%	33
2014 Q2	$2.66M	Hold	120,000	–	–	0.16%	32
2014 Q1	$2.49M	Hold	120,000	–	–	0.19%	28
2013 Q4	$2.28M	Hold	120,000	–	–	0.15%	32
2013 Q3	$2.24M	Hold	120,000	–	–	0.15%	32
2013 Q2	$2.26M	Buy	+120,000	New	+$2.35M	0.15%	29

Other funds holding XLU

PIF

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives's XLU Position: Q3 2020 in Review

National Mutual Insurance Federation of Agricultural Cooperatives sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2020, closing a stake of 34,000 shares — an estimated $959K sold.

National Mutual Insurance Federation of Agricultural Cooperatives first reported a position in XLU in Q2 2013 and held it in 29 quarters. The position peaked at $110M in Q3 2019. 807 funds tracked by Wall St. Rank hold XLU as of Q3 2020.

National Mutual Insurance Federation of Agricultural Cooperatives reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
National Mutual Insurance Federation of Agricultural Cooperatives sold 34,000 State Street Utilities Select Sector SPDR ETF shares in Q3 2020, an estimated $959K.
National Mutual Insurance Federation of Agricultural Cooperatives first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 29 quarters.
National Mutual Insurance Federation of Agricultural Cooperatives's State Street Utilities Select Sector SPDR ETF position peaked at $110M in Q3 2019.
807 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2020.

Based on National Mutual Insurance Federation of Agricultural Cooperatives's 13F filing for Q3 2020, filed 27 Oct 2020.