Doyle Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Doyle Wealth 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 Q3	–	Sell	-340	Closed	-$10K	–	786
2019 Q2	$10K	Buy	+340	New	+$9.99K	﹤0.01%	638
2019 Q1	–	Sell	-1,240	Closed	-$33K	–	776
2018 Q4	$33K	Buy	+1,240	New	+$33.7K	0.01%	436

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Doyle Wealth Management's XLU Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2019, closing a stake of 340 shares — an estimated $10K sold.

Doyle Wealth Management first reported a position in XLU in Q4 2018 and held it in 2 quarters. The position peaked at $33K in Q4 2018. 776 funds tracked by Wall St. Rank hold XLU as of Q3 2019.

Doyle Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 340 State Street Utilities Select Sector SPDR ETF shares in Q3 2019, an estimated $10K.
Doyle Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $33K in Q4 2018.
776 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.