3D Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

3D Asset 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
2020 Q3	$380K	Buy	12,800 +3,356	+36%	+$99.6K	0.11%	46
2020 Q2	$266K	Buy	9,444 +1,336	+16%	+$38.5K	0.07%	53
2020 Q1	$225K	Buy	+8,108	New	+$259K	0.07%	48

Other funds holding XLU

PIF

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

3D Asset Management's XLU Position: Q3 2020 in Review

3D Asset Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 36% in Q3 2020, buying an estimated $99.6K and bringing the position to 12,800 shares worth $380K. The position accounts for 0.11% of the portfolio, ranked #46.

3D Asset Management first reported a position in XLU in Q1 2020 and has held it in 3 quarters since. 807 funds tracked by Wall St. Rank hold XLU as of Q3 2020.

3D Asset Management held 12,800 shares of State Street Utilities Select Sector SPDR ETF worth $380K as of Q3 2020.
3D Asset Management bought 3,356 State Street Utilities Select Sector SPDR ETF shares in Q3 2020, an estimated $99.6K.
State Street Utilities Select Sector SPDR ETF made up 0.11% of 3D Asset Management's portfolio in Q3 2020, its #46 holding.
3D Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 3 quarters since.
807 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.