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

Clear Perspective 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	–	Sell	-9,130	Closed	-$296K	–	156
2019 Q3	$296K	Hold	9,130	–	–	0.13%	110
2019 Q2	$272K	Hold	9,130	–	–	0.17%	112
2019 Q1	$266K	Hold	9,130	–	–	0.19%	120
2018 Q4	$242K	Buy	+9,130	New	+$248K	0.2%	120
2018 Q3	–	Sell	-9,430	Closed	-$245K	–	453
2018 Q2	$245K	Sell	9,430 -1,230	-12%	-$30.9K	0.17%	123
2018 Q1	$269K	Sell	10,660 -8,900	-46%	-$222K	0.2%	113
2017 Q4	$515K	Sell	19,560 -214	-1%	-$5.87K	0.39%	74
2017 Q3	$525K	Sell	19,774 -936	-5%	-$25.1K	0.43%	64
2017 Q2	$538K	Buy	20,710 +936	+5%	+$24.6K	0.45%	57
2017 Q1	$507K	Hold	19,774	–	–	0.34%	65
2016 Q4	$480K	Buy	+19,774	New	+$472K	0.32%	73

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

Clear Perspective Advisors's XLU Position: Q4 2019 in Review

Clear Perspective Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2019, closing a stake of 9,130 shares — an estimated $296K sold.

Clear Perspective Advisors first reported a position in XLU in Q4 2016 and held it in 11 quarters. The position peaked at $538K in Q2 2017. 852 funds tracked by Wall St. Rank hold XLU as of Q4 2019.

Clear Perspective Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Clear Perspective Advisors sold 9,130 State Street Utilities Select Sector SPDR ETF shares in Q4 2019, an estimated $296K.
Clear Perspective Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and held it in 11 quarters.
Clear Perspective Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $538K in Q2 2017.
852 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2019.

Based on Clear Perspective Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.