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

Guidance Point 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 Q4	–	Sell	-826	Closed	-$26K	–	419
2021 Q3	$26K	Buy	+826	New	+$27.6K	0.01%	194

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Guidance Point Advisors's XLU Position: Q4 2021 in Review

Guidance Point Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2021, closing a stake of 826 shares — an estimated $26K sold.

Guidance Point Advisors first reported a position in XLU in Q3 2021 and held it in 1 quarter. The position peaked at $26K in Q3 2021. 986 funds tracked by Wall St. Rank hold XLU as of Q4 2021.

Guidance Point Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 826 State Street Utilities Select Sector SPDR ETF shares in Q4 2021, an estimated $26K.
Guidance Point Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $26K in Q3 2021.
986 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.