Swaine & Leidel Wealth Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Swaine & Leidel Wealth Services’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 Q1	$659	Buy	+1,318	New	+$45.7K	0.51%	43
2021 Q3	$685K	Buy	+21,454	New	+$717K	0.6%	35
2021 Q1	$659K	Buy	20,568 +966	+5%	+$30K	0.42%	50
2020 Q4	$615K	Sell	19,602 -830	-4%	-$26.3K	0.45%	47
2020 Q3	$607K	Sell	20,432 -20	-0.1%	-$594	0.59%	39
2020 Q2	$577K	Sell	20,452 -38	-0.2%	-$1.1K	0.59%	38
2020 Q1	$568K	Buy	20,490 +626	+3%	+$20K	0.59%	43
2019 Q4	$642K	Buy	19,864 +140	+0.7%	+$4.45K	0.54%	43
2019 Q3	$638K	Sell	19,724 -846	-4%	-$26.1K	0.58%	41
2019 Q2	$613K	Buy	+20,570	New	+$604K	0.66%	36

Other funds holding XLU

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return