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

Delphi Private 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 Q2	$34K	Buy	+1,134	New	+$33.3K	0.17%	22
2019 Q1	–	Sell	-154	Closed	-$4K	–	47
2018 Q4	$4K	Hold	154	–	–	0.02%	38
2018 Q3	$4K	Hold	154	–	–	0.01%	67
2018 Q2	$4K	Hold	154	–	–	0.01%	76
2018 Q1	$4K	Sell	154 -16	-9%	-$399	0.02%	72
2017 Q4	$4K	Hold	170	–	–	0.01%	121
2017 Q3	$5K	Hold	170	–	–	0.01%	71
2017 Q2	$4K	Hold	170	–	–	0.01%	103
2017 Q1	$4K	Sell	170 -58	-25%	-$1.45K	0.01%	85
2016 Q4	$6K	Buy	+228	New	+$5.45K	0.01%	128

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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 London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Delphi Private Advisors's XLU Position: Q2 2019 in Review

Delphi Private Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2019: 1,134 shares worth $34K. The stake represents 0.17% of the portfolio and ranks #22 among its holdings. This is a return to the name: Delphi Private Advisors previously reported a position in XLU as recently as Q4 2018.

Delphi Private Advisors first reported a position in XLU in Q4 2016 and has held it in 10 quarters since. 754 funds tracked by Wall St. Rank hold XLU as of Q2 2019.

Delphi Private Advisors held 1,134 shares of State Street Utilities Select Sector SPDR ETF worth $34K as of Q2 2019.
State Street Utilities Select Sector SPDR ETF was a new Delphi Private Advisors position in Q2 2019.
State Street Utilities Select Sector SPDR ETF made up 0.17% of Delphi Private Advisors's portfolio in Q2 2019, its #22 holding.
Delphi Private Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 10 quarters since.
754 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2019.

Based on Delphi Private Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.