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

Granite Investment 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
2020 Q1	–	Sell	-6,220	Closed	-$201K	–	169
2019 Q4	$201K	Hold	6,220	–	–	0.04%	164
2019 Q3	$201K	Buy	+6,220	New	+$192K	0.04%	163
2018 Q1	–	Sell	-16,610	Closed	-$438K	–	183
2017 Q4	$438K	Buy	16,610 +7,042	+74%	+$193K	0.08%	127
2017 Q3	$254K	Sell	9,568 -6	-0.1%	-$161	0.05%	111
2017 Q2	$251K	Buy	9,574 +326	+4%	+$8.56K	0.05%	112
2017 Q1	$237K	Buy	+9,248	New	+$231K	0.04%	115

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

Granite Investment Advisors's XLU Position: Q1 2020 in Review

Granite Investment Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2020, closing a stake of 6,220 shares — an estimated $201K sold.

Granite Investment Advisors first reported a position in XLU in Q1 2017 and held it in 6 quarters. The position peaked at $438K in Q4 2017. 836 funds tracked by Wall St. Rank hold XLU as of Q1 2020.

Granite Investment Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Granite Investment Advisors sold 6,220 State Street Utilities Select Sector SPDR ETF shares in Q1 2020, an estimated $201K.
Granite Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2017 and held it in 6 quarters.
Granite Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $438K in Q4 2017.
836 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2020.

Based on Granite Investment Advisors's 13F filing for Q1 2020, filed 18 May 2020.