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

Zacks 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 Q2	–	Sell	-10,604	Closed	-$395K	–	667
2022 Q1	$395K	Sell	10,604 -5,812	-35%	-$201K	0.01%	475
2021 Q4	$588K	Buy	+16,416	New	+$554K	0.01%	433
2021 Q3	–	Sell	-10,172	Closed	-$322K	–	657
2021 Q2	$322K	Buy	+10,172	New	+$333K	0.01%	509

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

Zacks Investment Management's XLU Position: Q2 2022 in Review

Zacks Investment Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2022, closing a stake of 10,604 shares — an estimated $395K sold.

Zacks Investment Management first reported a position in XLU in Q2 2021 and held it in 3 quarters. The position peaked at $588K in Q4 2021. 1,112 funds tracked by Wall St. Rank hold XLU as of Q2 2022.

Zacks Investment Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Zacks Investment Management sold 10,604 State Street Utilities Select Sector SPDR ETF shares in Q2 2022, an estimated $395K.
Zacks Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
Zacks Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $588K in Q4 2021.
1,112 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2022.

Based on Zacks Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.