United Bank (Virginia)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

United Bank (Virginia)’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 Q2	–	Sell	-28,250	Closed	-$956K	–	166
2023 Q1	$956K	Hold	28,250	–	–	0.12%	71
2022 Q4	$996K	Sell	28,250 -352	-1%	-$12K	0.14%	67
2022 Q3	$937K	Buy	28,602 +352	+1%	+$12.9K	0.14%	71
2022 Q2	$991K	Hold	28,250	–	–	0.15%	67
2022 Q1	$1.05M	Buy	+28,250	New	+$979K	0.14%	68
2021 Q2	–	Sell	-7,000	Closed	-$224K	–	188
2021 Q1	$224K	Hold	7,000	–	–	0.03%	160
2020 Q4	$219K	Buy	+7,000	New	+$222K	0.03%	155

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Bank (Virginia)'s XLU Position: Q2 2023 in Review

United Bank (Virginia) sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2023, closing a stake of 28,250 shares — an estimated $956K sold.

United Bank (Virginia) first reported a position in XLU in Q4 2020 and held it in 7 quarters. The position peaked at $1.05M in Q1 2022. 1,105 funds tracked by Wall St. Rank hold XLU as of Q2 2023.

United Bank (Virginia) reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
United Bank (Virginia) sold 28,250 State Street Utilities Select Sector SPDR ETF shares in Q2 2023, an estimated $956K.
United Bank (Virginia) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 7 quarters.
United Bank (Virginia)'s State Street Utilities Select Sector SPDR ETF position peaked at $1.05M in Q1 2022.
1,105 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2023.

Based on United Bank (Virginia)'s 13F filing for Q2 2023, filed 3 Aug 2023.