Baron Silver Stevens Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Baron Silver Stevens Financial 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 Q1	–	Sell	-116	Closed	-$3K	–	498
2020 Q4	$3K	Buy	+116	New	+$3.67K	﹤0.01%	380

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Baron Silver Stevens Financial Advisors's XLU Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2021, closing a stake of 116 shares — an estimated $3K sold.

Baron Silver Stevens Financial Advisors first reported a position in XLU in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 859 funds tracked by Wall St. Rank hold XLU as of Q1 2021.

Baron Silver Stevens Financial Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 116 State Street Utilities Select Sector SPDR ETF shares in Q1 2021, an estimated $3K.
Baron Silver Stevens Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 1 quarter.
Baron Silver Stevens Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $3K in Q4 2020.
859 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.