Security National Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Security National Trust’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 Q2	–	Sell	-134	Closed	-$4K	–	484
2020 Q1	$4K	Hold	134	–	–	﹤0.01%	422
2019 Q4	$4K	Buy	+134	New	+$4.26K	﹤0.01%	421
2018 Q1	–	Sell	-4,000	Closed	-$105K	–	405
2017 Q4	$105K	Hold	4,000	–	–	0.03%	217
2017 Q3	$106K	Hold	4,000	–	–	0.04%	223
2017 Q2	$104K	Hold	4,000	–	–	0.03%	228
2017 Q1	$103K	Hold	4,000	–	–	0.03%	229
2016 Q4	$97K	Hold	4,000	–	–	0.03%	224
2016 Q3	$98K	Hold	4,000	–	–	0.04%	225
2016 Q2	$105K	Hold	4,000	–	–	0.04%	216
2016 Q1	$99K	Hold	4,000	–	–	0.04%	221
2015 Q4	$87K	Hold	4,000	–	–	0.03%	224
2015 Q3	$87K	Sell	4,000 -104	-3%	-$2.24K	0.03%	228
2015 Q2	$85K	Hold	4,104	–	–	0.03%	244
2015 Q1	$91K	Hold	4,104	–	–	0.03%	239
2014 Q4	$96K	Hold	4,104	–	–	0.04%	227
2014 Q3	$86K	Hold	4,104	–	–	0.04%	233
2014 Q2	$91K	Hold	4,104	–	–	0.04%	225
2014 Q1	$85K	Hold	4,104	–	–	0.03%	234
2013 Q4	$78K	Hold	4,104	–	–	0.03%	239
2013 Q3	$77K	Hold	4,104	–	–	0.03%	228
2013 Q2	$77K	Buy	+4,104	New	+$80.4K	0.04%	225

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Security National Trust's XLU Position: Q2 2020 in Review

Security National Trust sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2020, closing a stake of 134 shares — an estimated $4K sold.

Security National Trust first reported a position in XLU in Q2 2013 and held it in 21 quarters. The position peaked at $106K in Q3 2017. 801 funds tracked by Wall St. Rank hold XLU as of Q2 2020.

Security National Trust reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 134 State Street Utilities Select Sector SPDR ETF shares in Q2 2020, an estimated $4K.
Security National Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 21 quarters.
Security National Trust's State Street Utilities Select Sector SPDR ETF position peaked at $106K in Q3 2017.
801 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.