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

HC Financial 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
2022 Q2	$3K	Hold	80	–	–	﹤0.01%	304
2022 Q1	$3K	Hold	80	–	–	﹤0.01%	289
2021 Q4	$3K	Hold	80	–	–	﹤0.01%	300
2021 Q3	$3K	Hold	80	–	–	﹤0.01%	295
2021 Q2	$3K	Buy	+80	New	+$2.62K	﹤0.01%	310
2020 Q4	–	Sell	-1,112	Closed	-$33K	–	406
2020 Q3	$33K	Hold	1,112	–	–	0.02%	150
2020 Q2	$31K	Hold	1,112	–	–	0.02%	146
2020 Q1	$31K	Buy	+1,112	New	+$35.6K	0.03%	140

Other funds holding XLU

PIF

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HC Financial Advisors's XLU Position: Q2 2022 in Review

HC Financial Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2022 at 80 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

HC Financial Advisors first reported a position in XLU in Q1 2020 and has held it in 8 quarters since. The position peaked at $33K in Q3 2020. 1,112 funds tracked by Wall St. Rank hold XLU as of Q2 2022.

HC Financial Advisors held 80 shares of State Street Utilities Select Sector SPDR ETF worth $3K as of Q2 2022.
HC Financial Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2022.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #304 holding.
HC Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 8 quarters since.
HC Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $33K in Q3 2020.
1,112 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.