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Crescent Capital Consulting’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Crescent Capital Consulting’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
Q2 		– Sell
-4,000
Closed -$128K – 541
2021
Q1 		$128K Hold
4,000
– – 0.03% 210
2020
Q4 		$125K Buy
+4,000
New +$127K 0.03% 191

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Crescent Capital Consulting's XLU Position: Q2 2021 in Review

Crescent Capital Consulting sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2021, closing a stake of 4,000 shares — an estimated $128K sold.

Crescent Capital Consulting first reported a position in XLU in Q4 2020 and held it in 2 quarters. The position peaked at $128K in Q1 2021. 875 funds tracked by Wall St. Rank hold XLU as of Q2 2021.

  • Crescent Capital Consulting reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Crescent Capital Consulting sold 4,000 State Street Utilities Select Sector SPDR ETF shares in Q2 2021, an estimated $128K.
  • Crescent Capital Consulting first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
  • Crescent Capital Consulting's State Street Utilities Select Sector SPDR ETF position peaked at $128K in Q1 2021.
  • 875 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2021.

Based on Crescent Capital Consulting's 13F filing for Q2 2021, filed 15 Jul 2021.