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

Altus 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 Q3	–	Sell	-141,254	Closed	-$4.47M	–	39
2021 Q2	$4.47M	Buy	141,254 +3,044	+2%	+$99.6K	2.88%	9
2021 Q1	$4.42M	Buy	138,210 +7,928	+6%	+$246K	3.14%	9
2020 Q4	$4.08M	Buy	+130,282	New	+$4.12M	3.17%	8

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Altus Wealth Management's XLU Position: Q3 2021 in Review

Altus Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2021, closing a stake of 141,254 shares — an estimated $4.47M sold.

Altus Wealth Management first reported a position in XLU in Q4 2020 and held it in 3 quarters. The position peaked at $4.47M in Q2 2021. 894 funds tracked by Wall St. Rank hold XLU as of Q3 2021.

Altus Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Altus Wealth Management sold 141,254 State Street Utilities Select Sector SPDR ETF shares in Q3 2021, an estimated $4.47M.
Altus Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 3 quarters.
Altus Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $4.47M in Q2 2021.
894 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2021.

Based on Altus Wealth Management's 13F filing for Q3 2021, filed 18 Oct 2021.