Olympiad Research’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Olympiad Research’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 Q3	$1.56M	Sell	47,678 -48,238	-50%	-$1.77M	0.84%	32
2022 Q2	$3.36M	Sell	95,916 -53,026	-36%	-$1.92M	1.51%	7
2022 Q1	$5.54M	Buy	148,942 +86,028	+137%	+$2.98M	1.69%	6
2021 Q4	$2.25M	Buy	62,914 +1,850	+3%	+$62.4K	0.82%	31
2021 Q3	$1.95M	Buy	61,064 +31,512	+107%	+$1.05M	0.6%	67
2021 Q2	$934K	Sell	29,552 -3,180	-10%	-$104K	0.33%	99
2021 Q1	$1.05M	Sell	32,732 -123,282	-79%	-$3.82M	0.45%	67
2020 Q4	$4.89M	Buy	156,014 +111,484	+250%	+$3.53M	2.81%	10
2020 Q3	$1.32M	Sell	44,530 -35,960	-45%	-$1.07M	0.67%	20
2020 Q2	$2.27M	Sell	80,490 -27,922	-26%	-$805K	1.61%	13
2020 Q1	$3M	Buy	108,412 +56,380	+108%	+$1.8M	3.03%	3
2019 Q4	$1.68M	Buy	+52,032	New	+$1.65M	1.29%	13

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 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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Olympiad Research's XLU Position: Q3 2022 in Review

Olympiad Research reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 50% in Q3 2022, selling an estimated $1.77M and leaving 47,678 shares worth $1.56M. The position accounts for 0.84% of the portfolio, ranked #32.

Olympiad Research first reported a position in XLU in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.54M in Q1 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q3 2022.

Olympiad Research held 47,678 shares of State Street Utilities Select Sector SPDR ETF worth $1.56M as of Q3 2022.
Olympiad Research sold 48,238 State Street Utilities Select Sector SPDR ETF shares in Q3 2022, an estimated $1.77M.
State Street Utilities Select Sector SPDR ETF made up 0.84% of Olympiad Research's portfolio in Q3 2022, its #32 holding.
Olympiad Research first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
Olympiad Research's State Street Utilities Select Sector SPDR ETF position peaked at $5.54M in Q1 2022.
1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.