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

Altavista Wealth 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
2021 Q4	$290K	Buy	+8,116	New	+$274K	0.06%	161
2020 Q1	–	Sell	-8,320	Closed	-$269K	–	173
2019 Q4	$269K	Buy	8,320 +1,484	+22%	+$47.1K	0.08%	146
2019 Q3	$221K	Buy	+6,836	New	+$211K	0.07%	158

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

Citigroup New York $235B AUM 32.99% 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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Altavista Wealth Management's XLU Position: Q4 2021 in Review

Altavista Wealth Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2021: 8,116 shares worth $290K. The stake represents 0.06% of the portfolio and ranks #161 among its holdings. This is a return to the name: Altavista Wealth Management previously reported a position in XLU as recently as Q4 2019.

Altavista Wealth Management first reported a position in XLU in Q3 2019 and has held it in 3 quarters since. 987 funds tracked by Wall St. Rank hold XLU as of Q4 2021.

Altavista Wealth Management held 8,116 shares of State Street Utilities Select Sector SPDR ETF worth $290K as of Q4 2021.
State Street Utilities Select Sector SPDR ETF was a new Altavista Wealth Management position in Q4 2021.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Altavista Wealth Management's portfolio in Q4 2021, its #161 holding.
Altavista Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2019 and has held it in 3 quarters since.
987 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.