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Beta Wealth Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Beta Wealth Group’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
-23,988
Closed -$752K – 65
2020
Q4 		$752K Buy
+23,988
New +$759K 0.65% 33

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beta Wealth Group's XLU Position: Q1 2021 in Review

Beta Wealth Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2021, closing a stake of 23,988 shares — an estimated $752K sold.

Beta Wealth Group first reported a position in XLU in Q4 2020 and held it in 1 quarter. The position peaked at $752K in Q4 2020. 859 funds tracked by Wall St. Rank hold XLU as of Q1 2021.

  • Beta Wealth Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
  • Beta Wealth Group sold 23,988 State Street Utilities Select Sector SPDR ETF shares in Q1 2021, an estimated $752K.
  • Beta Wealth Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 1 quarter.
  • Beta Wealth Group's State Street Utilities Select Sector SPDR ETF position peaked at $752K in Q4 2020.
  • 859 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2021.

Based on Beta Wealth Group's 13F filing for Q1 2021, filed 11 May 2021.