Beacon Pointe Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Beacon Pointe 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
2019 Q4	$214K	Sell	6,646 -2,360	-26%	-$75K	0.04%	251
2019 Q3	$291K	Buy	9,006 +1,712	+23%	+$52.8K	0.06%	217
2019 Q2	$218K	Buy	+7,294	New	+$214K	0.05%	246

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

Beacon Pointe Wealth Advisors's XLU Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 26% in Q4 2019, selling an estimated $75K and leaving 6,646 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #251.

Beacon Pointe Wealth Advisors first reported a position in XLU in Q2 2019 and has held it in 3 quarters since. The position peaked at $291K in Q3 2019. 852 funds tracked by Wall St. Rank hold XLU as of Q4 2019.

Beacon Pointe Wealth Advisors held 6,646 shares of State Street Utilities Select Sector SPDR ETF worth $214K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 2,360 State Street Utilities Select Sector SPDR ETF shares in Q4 2019, an estimated $75K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #251 holding.
Beacon Pointe Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 3 quarters since.
Beacon Pointe Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $291K in Q3 2019.
852 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.