Claar Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Claar 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
2020 Q4	–	Sell	-200,000	Closed	-$5.94M	–	36
2020 Q3	$5.94M	Sell	200,000 -100,000	-33%	-$2.97M	2.38%	16
2020 Q2	$8.46M	Buy	+300,000	New	+$8.65M	3.34%	13

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Claar Advisors's XLU Position: Q4 2020 in Review

Claar Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2020, closing a stake of 200,000 shares — an estimated $5.94M sold.

Claar Advisors first reported a position in XLU in Q2 2020 and held it in 2 quarters. The position peaked at $8.46M in Q2 2020. 882 funds tracked by Wall St. Rank hold XLU as of Q4 2020.

Claar Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Claar Advisors sold 200,000 State Street Utilities Select Sector SPDR ETF shares in Q4 2020, an estimated $5.94M.
Claar Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and held it in 2 quarters.
Claar Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $8.46M in Q2 2020.
882 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2020.

Based on Claar Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.