Richard C. Young & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Richard C. Young & Co’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
2023 Q1	–	Sell	-115,772	Closed	-$4.08M	–	77
2022 Q4	$4.08M	Buy	+115,772	New	+$3.94M	0.54%	62
2022 Q1	–	Sell	-87,438	Closed	-$3.13M	–	80
2021 Q4	$3.13M	Buy	+87,438	New	+$2.95M	0.39%	62
2013 Q4	–	Sell	-20,670	Closed	-$386K	–	68
2013 Q3	$386K	Buy	20,670 +304	+1%	+$5.79K	0.09%	60
2013 Q2	$383K	Buy	+20,366	New	+$399K	0.1%	57

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Richard C. Young & Co's XLU Position: Q1 2023 in Review

Richard C. Young & Co sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 115,772 shares — an estimated $4.08M sold.

Richard C. Young & Co first reported a position in XLU in Q2 2013 and held it in 4 quarters. The position peaked at $4.08M in Q4 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

Richard C. Young & Co reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Richard C. Young & Co sold 115,772 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $4.08M.
Richard C. Young & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 4 quarters.
Richard C. Young & Co's State Street Utilities Select Sector SPDR ETF position peaked at $4.08M in Q4 2022.
1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on Richard C. Young & Co's 13F filing for Q1 2023, filed 12 May 2023.