Hartford Financial Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Hartford Financial Management’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	-800	Closed	-$26K	–	369
2019 Q4	$26K	Hold	800	–	–	0.01%	246
2019 Q3	$26K	Hold	800	–	–	0.01%	246
2019 Q2	$24K	Hold	800	–	–	0.01%	251
2019 Q1	$23K	Hold	800	–	–	0.01%	253
2018 Q4	$21K	Hold	800	–	–	0.01%	262
2018 Q3	$21K	Hold	800	–	–	0.01%	274
2018 Q2	$21K	Hold	800	–	–	0.01%	278
2018 Q1	$20K	Buy	+800	New	+$20K	0.01%	223

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

Hartford Financial Management's XLU Position: Q1 2020 in Review

Hartford Financial Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2020, closing a stake of 800 shares — an estimated $26K sold.

Hartford Financial Management first reported a position in XLU in Q1 2018 and held it in 8 quarters. The position peaked at $26K in Q4 2019. 836 funds tracked by Wall St. Rank hold XLU as of Q1 2020.

Hartford Financial Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Hartford Financial Management sold 800 State Street Utilities Select Sector SPDR ETF shares in Q1 2020, an estimated $26K.
Hartford Financial Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and held it in 8 quarters.
Hartford Financial Management's State Street Utilities Select Sector SPDR ETF position peaked at $26K in Q4 2019.
836 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2020.

Based on Hartford Financial Management's 13F filing for Q1 2020, filed 1 May 2020.