Atlas Private Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-1,554	Closed	-$50K	–	717
2021 Q3	$50K	Hold	1,554	–	–	0.03%	234
2021 Q2	$49K	Sell	1,554 -198	-11%	-$6.48K	0.03%	231
2021 Q1	$56K	Buy	1,752 +196	+13%	+$6.08K	0.03%	219
2020 Q4	$49K	Sell	1,556 -12	-0.8%	-$380	0.03%	224
2020 Q3	$47K	Sell	1,568 -12	-0.8%	-$356	0.04%	208
2020 Q2	$45K	Buy	+1,580	New	+$45.6K	0.04%	218

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

Atlas Private Wealth Advisors's XLU Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2021, closing a stake of 1,554 shares — an estimated $50K sold.

Atlas Private Wealth Advisors first reported a position in XLU in Q2 2020 and held it in 6 quarters. The position peaked at $56K in Q1 2021. 986 funds tracked by Wall St. Rank hold XLU as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,554 State Street Utilities Select Sector SPDR ETF shares in Q4 2021, an estimated $50K.
Atlas Private Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $56K in Q1 2021.
986 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.