Chapwood Capital Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Chapwood Capital Investment Management’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	$12.6M	Buy	+389,652	New	+$12.4M	12.66%	1

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 $303B AUM 53.02% 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

Chapwood Capital Investment Management's XLU Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2019: 389,652 shares worth $12.6M. The stake represents 12.66% of the portfolio and ranks #1 among its holdings.

852 funds tracked by Wall St. Rank hold XLU as of Q4 2019.

Chapwood Capital Investment Management held 389,652 shares of State Street Utilities Select Sector SPDR ETF worth $12.6M as of Q4 2019.
State Street Utilities Select Sector SPDR ETF was a new Chapwood Capital Investment Management position in Q4 2019.
State Street Utilities Select Sector SPDR ETF made up 12.66% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #1 holding.
852 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.