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Accuvest Global Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Accuvest Global Advisors’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
2019
Q1 		– Sell
-63,434
Closed -$1.68M – 136
2018
Q4 		$1.68M Buy
+63,434
New +$1.72M 0.87% 20

Other funds holding XLU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Accuvest Global Advisors's XLU Position: Q1 2019 in Review

Accuvest Global Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2019, closing a stake of 63,434 shares — an estimated $1.68M sold.

Accuvest Global Advisors first reported a position in XLU in Q4 2018 and held it in 1 quarter. The position peaked at $1.68M in Q4 2018. 717 funds tracked by Wall St. Rank hold XLU as of Q1 2019.

  • Accuvest Global Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • Accuvest Global Advisors sold 63,434 State Street Utilities Select Sector SPDR ETF shares in Q1 2019, an estimated $1.68M.
  • Accuvest Global Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
  • Accuvest Global Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.68M in Q4 2018.
  • 717 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2019.

Based on Accuvest Global Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.