FundX Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

FundX Investment Group’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
2020 Q1	–	Sell	-10,652	Closed	-$344K	–	73
2019 Q4	$344K	Sell	10,652 -68,706	-87%	-$2.18M	0.09%	50
2019 Q3	$2.57M	Sell	79,358 -91,548	-54%	-$2.82M	0.91%	16
2019 Q2	$5.1M	Sell	170,906 -8,468	-5%	-$249K	2.11%	12
2019 Q1	$5.22M	Buy	179,374 +117,574	+190%	+$3.27M	1.77%	18
2018 Q4	$1.64M	Buy	+61,800	New	+$1.68M	0.61%	24
2016 Q3	–	Sell	-569,170	Closed	-$14.9M	–	58
2016 Q2	$14.9M	Buy	569,170 +19,730	+4%	+$486K	3.73%	8
2016 Q1	$13.6M	Buy	+549,440	New	+$12.7M	3.39%	11

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FundX Investment Group's XLU Position: Q1 2020 in Review

FundX Investment Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2020, closing a stake of 10,652 shares — an estimated $344K sold.

FundX Investment Group first reported a position in XLU in Q1 2016 and held it in 7 quarters. The position peaked at $14.9M in Q2 2016. 836 funds tracked by Wall St. Rank hold XLU as of Q1 2020.

FundX Investment Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
FundX Investment Group sold 10,652 State Street Utilities Select Sector SPDR ETF shares in Q1 2020, an estimated $344K.
FundX Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and held it in 7 quarters.
FundX Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $14.9M in Q2 2016.
836 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.