tru Independence’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

tru Independence’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 Q2	–	Sell	-6,580	Closed	-$245K	–	209
2022 Q1	$245K	Sell	6,580 -28	-0.4%	-$971	0.07%	132
2021 Q4	$237K	Sell	6,608 -18	-0.3%	-$607	0.06%	129
2021 Q3	$212K	Buy	+6,626	New	+$221K	0.06%	139
2021 Q2	–	Sell	-7,728	Closed	-$247K	–	410
2021 Q1	$247K	Buy	+7,728	New	+$240K	0.05%	223
2020 Q3	–	Sell	-1,834	Closed	-$51	–	866
2020 Q2	$51	Buy	+1,834	New	+$52.9K	0.01%	375
2020 Q1	–	Sell	-11,340	Closed	-$314K	–	944
2019 Q4	$314K	Buy	+11,340	New	+$360K	0.05%	209

Other funds holding XLU

PIF

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

tru Independence's XLU Position: Q2 2022 in Review

tru Independence sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2022, closing a stake of 6,580 shares — an estimated $245K sold.

tru Independence first reported a position in XLU in Q4 2019 and held it in 6 quarters. The position peaked at $314K in Q4 2019. 1,112 funds tracked by Wall St. Rank hold XLU as of Q2 2022.

tru Independence reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
tru Independence sold 6,580 State Street Utilities Select Sector SPDR ETF shares in Q2 2022, an estimated $245K.
tru Independence first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and held it in 6 quarters.
tru Independence's State Street Utilities Select Sector SPDR ETF position peaked at $314K in Q4 2019.
1,112 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2022.

Based on tru Independence's 13F filing for Q2 2022, filed 4 Aug 2022.