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Boothe Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Boothe Investment 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
2019
Q2 		– Sell
-266,964
Closed -$7.76M – 30
2019
Q1 		$7.76M Buy
+266,964
New +$7.42M 9.68% 3

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
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
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boothe Investment Group's XLU Position: Q2 2019 in Review

Boothe Investment Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2019, closing a stake of 266,964 shares — an estimated $7.76M sold.

Boothe Investment Group first reported a position in XLU in Q1 2019 and held it in 1 quarter. The position peaked at $7.76M in Q1 2019. 754 funds tracked by Wall St. Rank hold XLU as of Q2 2019.

  • Boothe Investment Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Boothe Investment Group sold 266,964 State Street Utilities Select Sector SPDR ETF shares in Q2 2019, an estimated $7.76M.
  • Boothe Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2019 and held it in 1 quarter.
  • Boothe Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $7.76M in Q1 2019.
  • 754 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2019.

Based on Boothe Investment Group's 13F filing for Q2 2019, filed 2 Jul 2019.