Stillwater Investment Management (Minnesota)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Stillwater Investment Management (Minnesota)’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	$2.53M	Buy	74,878 +532	+0.7%	+$18K	0.68%	35
2022 Q4	$2.62M	Buy	74,346 +1,530	+2%	+$52K	0.74%	32
2022 Q3	$2.38M	Buy	72,816 +3,154	+5%	+$116K	0.74%	33
2022 Q2	$2.44M	Buy	69,662 +5,184	+8%	+$188K	0.72%	34
2022 Q1	$2.4M	Buy	64,478 +2,476	+4%	+$85.8K	0.6%	38
2021 Q4	$2.22M	Buy	62,002 +4,460	+8%	+$150K	0.55%	40
2021 Q3	$1.84M	Buy	57,542 +744	+1%	+$24.9K	0.49%	43
2021 Q2	$1.8M	Buy	56,798 +906	+2%	+$29.7K	0.48%	43
2021 Q1	$1.79M	Buy	55,892 +7,632	+16%	+$237K	0.51%	42
2020 Q4	$1.51M	Buy	48,260 +22,348	+86%	+$707K	0.47%	44
2020 Q3	$769K	Buy	25,912 +8,338	+47%	+$247K	0.28%	50
2020 Q2	$496K	Buy	17,574 +3,660	+26%	+$106K	0.2%	54
2020 Q1	$385K	Buy	+13,914	New	+$445K	0.18%	55

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 $303B AUM 53.02% 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 $424B AUM 22.96% 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

Stillwater Investment Management (Minnesota)'s XLU Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.72% in Q1 2023, buying an estimated $18K and bringing the position to 74,878 shares worth $2.53M. The position accounts for 0.68% of the portfolio, ranked #35.

Stillwater Investment Management (Minnesota) first reported a position in XLU in Q1 2020 and has held it in 13 quarters since. The position peaked at $2.62M in Q4 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

Stillwater Investment Management (Minnesota) held 74,878 shares of State Street Utilities Select Sector SPDR ETF worth $2.53M as of Q1 2023.
Stillwater Investment Management (Minnesota) bought 532 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $18K.
State Street Utilities Select Sector SPDR ETF made up 0.68% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #35 holding.
Stillwater Investment Management (Minnesota) first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 13 quarters since.
Stillwater Investment Management (Minnesota)'s State Street Utilities Select Sector SPDR ETF position peaked at $2.62M 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 Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.