EBA
XLU icon

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

Eagle Bay 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
2021
Q3 		– Sell
-180
Closed -$6K – 1178
2021
Q2 		$6K Buy
+180
New +$5.89K ﹤0.01% 734

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Eagle Bay Advisors's XLU Position: Q3 2021 in Review

Eagle Bay Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2021, closing a stake of 180 shares — an estimated $6K sold.

Eagle Bay Advisors first reported a position in XLU in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 894 funds tracked by Wall St. Rank hold XLU as of Q3 2021.

  • Eagle Bay Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Eagle Bay Advisors sold 180 State Street Utilities Select Sector SPDR ETF shares in Q3 2021, an estimated $6K.
  • Eagle Bay Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and held it in 1 quarter.
  • Eagle Bay Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $6K in Q2 2021.
  • 894 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2021.

Based on Eagle Bay Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.