Voloridge Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Voloridge Investment Management’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	–	Sell	-522,526	Closed	-$18.7M	–	1744
2021 Q4	$18.7M	Buy	522,526 +482,662	+1,211%	+$16.3M	0.1%	282
2021 Q3	$1.27M	Hold	39,864	–	–	0.01%	1204
2021 Q2	$1.26M	Sell	39,864 -79,318	-67%	-$2.6M	0.01%	1164
2021 Q1	$3.82M	Buy	+119,182	New	+$3.7M	0.03%	611
2018 Q2	–	Sell	-1,848,378	Closed	-$46.7M	–	633
2018 Q1	$46.7M	Buy	+1,848,378	New	+$46.1M	1.1%	15
2017 Q4	–	Sell	-158,750	Closed	-$4.21M	–	624
2017 Q3	$4.21M	Buy	+158,750	New	+$4.26M	0.09%	207

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Voloridge Investment Management's XLU Position: Q1 2022 in Review

Voloridge Investment Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2022, closing a stake of 522,526 shares — an estimated $18.7M sold.

Voloridge Investment Management first reported a position in XLU in Q3 2017 and held it in 6 quarters. The position peaked at $46.7M in Q1 2018. 1,054 funds tracked by Wall St. Rank hold XLU as of Q1 2022.

Voloridge Investment Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Voloridge Investment Management sold 522,526 State Street Utilities Select Sector SPDR ETF shares in Q1 2022, an estimated $18.7M.
Voloridge Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2017 and held it in 6 quarters.
Voloridge Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $46.7M in Q1 2018.
1,054 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2022.

Based on Voloridge Investment Management's 13F filing for Q1 2022, filed 16 May 2022.