American Investment Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

American Investment 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
2019 Q2	–	Sell	-17,354	Closed	-$505K	–	136
2019 Q1	$505K	Hold	17,354	–	–	0.16%	88
2018 Q4	$459K	Sell	17,354 -2,720	-14%	-$73.9K	0.16%	80
2018 Q3	$528K	Sell	20,074 -220	-1%	-$5.85K	0.18%	73
2018 Q2	$527K	Buy	20,294 +942	+5%	+$23.7K	0.18%	74
2018 Q1	$489K	Buy	+19,352	New	+$483K	0.17%	74

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

American Investment Services's XLU Position: Q2 2019 in Review

American Investment Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2019, closing a stake of 17,354 shares — an estimated $505K sold.

American Investment Services first reported a position in XLU in Q1 2018 and held it in 5 quarters. The position peaked at $528K in Q3 2018. 754 funds tracked by Wall St. Rank hold XLU as of Q2 2019.

American Investment Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
American Investment Services sold 17,354 State Street Utilities Select Sector SPDR ETF shares in Q2 2019, an estimated $505K.
American Investment Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and held it in 5 quarters.
American Investment Services's State Street Utilities Select Sector SPDR ETF position peaked at $528K in Q3 2018.
754 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2019.

Based on American Investment Services's 13F filing for Q2 2019, filed 6 Aug 2019.