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	$659K	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

PIF

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

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

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

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

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

Citigroup New York $303B AUM 53.02% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Swaine & Leidel Wealth Services's XLU Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2022: 1,318 shares worth $659K. The stake represents 0.51% of the portfolio and ranks #43 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in XLU as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in XLU in Q2 2019 and has held it in 10 quarters since. The position peaked at $685K in Q3 2021. 1,052 funds tracked by Wall St. Rank hold XLU as of Q1 2022.

Swaine & Leidel Wealth Services held 1,318 shares of State Street Utilities Select Sector SPDR ETF worth $659K as of Q1 2022.
State Street Utilities Select Sector SPDR ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
State Street Utilities Select Sector SPDR ETF made up 0.51% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #43 holding.
Swaine & Leidel Wealth Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 10 quarters since.
Swaine & Leidel Wealth Services's State Street Utilities Select Sector SPDR ETF position peaked at $685K in Q3 2021.
1,052 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.