GA
XLU icon

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

Geller 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
Q4 		– Sell
-13,860
Closed -$449K – 77
2019
Q3 		$449K Buy
+13,860
New +$428K 0.16% 28

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Geller Advisors's XLU Position: Q4 2019 in Review

Geller Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2019, closing a stake of 13,860 shares — an estimated $449K sold.

Geller Advisors first reported a position in XLU in Q3 2019 and held it in 1 quarter. The position peaked at $449K in Q3 2019. 852 funds tracked by Wall St. Rank hold XLU as of Q4 2019.

  • Geller Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
  • Geller Advisors sold 13,860 State Street Utilities Select Sector SPDR ETF shares in Q4 2019, an estimated $449K.
  • Geller Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2019 and held it in 1 quarter.
  • Geller Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $449K in Q3 2019.
  • 852 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2019.

Based on Geller Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.