Northwest & Ethical Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Northwest & Ethical 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
2022 Q2	–	Sell	-90,400	Closed	-$3.37M	–	433
2022 Q1	$3.37M	Buy	+90,400	New	+$3.13M	0.11%	209

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

Northwest & Ethical Investments's XLU Position: Q2 2022 in Review

Northwest & Ethical Investments sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2022, closing a stake of 90,400 shares — an estimated $3.37M sold.

Northwest & Ethical Investments first reported a position in XLU in Q1 2022 and held it in 1 quarter. The position peaked at $3.37M in Q1 2022. 1,112 funds tracked by Wall St. Rank hold XLU as of Q2 2022.

Northwest & Ethical Investments reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Northwest & Ethical Investments sold 90,400 State Street Utilities Select Sector SPDR ETF shares in Q2 2022, an estimated $3.37M.
Northwest & Ethical Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 1 quarter.
Northwest & Ethical Investments's State Street Utilities Select Sector SPDR ETF position peaked at $3.37M in Q1 2022.
1,112 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2022.

Based on Northwest & Ethical Investments's 13F filing for Q2 2022, filed 9 Jul 2025.