Hayden Royal’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Hayden Royal’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 Q4	–	Sell	-23,168	Closed	-$687K	–	579
2020 Q3	$687K	Buy	+23,168	New	+$688K	0.37%	70
2020 Q2	–	Sell	-23,124	Closed	-$641K	–	261
2020 Q1	$641K	Sell	23,124 -2,642	-10%	-$84.5K	0.38%	69
2019 Q4	$914K	Sell	25,766 -792	-3%	-$25.2K	0.46%	52
2019 Q3	$860K	Sell	26,558 -2,080	-7%	-$64.2K	0.76%	43
2019 Q2	$874K	Sell	28,638 -2,770	-9%	-$81.4K	0.93%	29
2019 Q1	$914K	Sell	31,408 -234	-0.7%	-$6.51K	1.19%	25
2018 Q4	$837K	Buy	+31,642	New	+$860K	0.43%	56

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Hayden Royal's XLU Position: Q4 2020 in Review

Hayden Royal sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2020, closing a stake of 23,168 shares — an estimated $687K sold.

Hayden Royal first reported a position in XLU in Q4 2018 and held it in 7 quarters. The position peaked at $914K in Q4 2019. 882 funds tracked by Wall St. Rank hold XLU as of Q4 2020.

Hayden Royal reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Hayden Royal sold 23,168 State Street Utilities Select Sector SPDR ETF shares in Q4 2020, an estimated $687K.
Hayden Royal first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 7 quarters.
Hayden Royal's State Street Utilities Select Sector SPDR ETF position peaked at $914K in Q4 2019.
882 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2020.

Based on Hayden Royal's 13F filing for Q4 2020, filed 16 Feb 2021.