Advocacy Wealth Management Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Advocacy Wealth Management Services’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 Q1	–	Sell	-494	Closed	-$16K	–	146
2019 Q4	$16K	Sell	494 -6	-1%	-$191	﹤0.01%	107
2019 Q3	$16K	Buy	+500	New	+$15.4K	0.01%	107
2016 Q4	–	Sell	-114	Closed	-$3K	–	386
2016 Q3	$3K	Sell	114 -238	-68%	-$6.04K	﹤0.01%	347
2016 Q2	$9K	Buy	+352	New	+$8.68K	﹤0.01%	304
2016 Q1	–	Sell	-938	Closed	-$20K	–	565
2015 Q4	$20K	Buy	+938	New	+$20.3K	0.02%	271
2013 Q3	$19K	Hold	1,006	–	–	0.05%	188
2013 Q2	$19K	Buy	+1,006	New	+$19.7K	0.08%	148

Other funds holding XLU

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

Goldman Sachs New York $871B AUM 31.28% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Advocacy Wealth Management Services's XLU Position: Q1 2020 in Review

Advocacy Wealth Management Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2020, closing a stake of 494 shares — an estimated $16K sold.

Advocacy Wealth Management Services first reported a position in XLU in Q2 2013 and held it in 7 quarters. The position peaked at $20K in Q4 2015. 836 funds tracked by Wall St. Rank hold XLU as of Q1 2020.

Advocacy Wealth Management Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 494 State Street Utilities Select Sector SPDR ETF shares in Q1 2020, an estimated $16K.
Advocacy Wealth Management Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 7 quarters.
Advocacy Wealth Management Services's State Street Utilities Select Sector SPDR ETF position peaked at $20K in Q4 2015.
836 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2020, filed 2 Apr 2020.