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

Hochman Cole 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
2021
Q3 		$5.96M Buy
186,726
+29,030
+18% +$970K 2.34% 10
2021
Q2 		$4.99M Sell
157,696
-10,824
-6% -$354K 1.99% 12
2021
Q1 		$5.4M Sell
168,520
-5,258
-3% -$163K 2.27% 11
2020
Q4 		$5.45M Sell
173,778
-24,076
-12% -$762K 2.35% 11
2020
Q3 		$5.87M Buy
197,854
+49,300
+33% +$1.46M 2.89% 9
2020
Q2 		$4.19M Buy
148,554
+29,564
+25% +$852K 2.31% 10
2020
Q1 		$3.3M Buy
118,990
+16,348
+16% +$523K 2.26% 12
2019
Q4 		$3.32M Buy
102,642
+1,814
+2% +$57.6K 1.81% 15
2019
Q3 		$3.26M Sell
100,828
-6,148
-6% -$190K 2.04% 12
2019
Q2 		$3.19M Sell
106,976
-4,788
-4% -$141K 1.9% 15
2019
Q1 		$3.25M Buy
111,764
+8,666
+8% +$241K 1.94% 14
2018
Q4 		$2.73M Buy
103,098
+5,734
+6% +$156K 1.88% 17
2018
Q3 		$2.56M Buy
97,364
+15,160
+18% +$403K 1.6% 18
2018
Q2 		$2.14M Sell
82,204
-3,180
-4% -$80K 1.4% 21
2018
Q1 		$2.16M Sell
85,384
-15,894
-16% -$397K 1.51% 20
2017
Q4 		$2.67M Sell
101,278
-2,870
-3% -$78.7K 1.68% 19
2017
Q3 		$2.76M Buy
104,148
+1,010
+1% +$27.1K 1.81% 20
2017
Q2 		$2.68M Buy
103,138
+8,632
+9% +$227K 1.85% 18
2017
Q1 		$2.42M Sell
94,506
-662
-0.7% -$16.5K 1.76% 17
2016
Q4 		$2.31M Buy
95,168
+9,626
+11% +$230K 1.67% 19
2016
Q3 		$2.1M Buy
85,542
+4,550
+6% +$116K 1.56% 20
2016
Q2 		$2.13M Buy
80,992
+3,524
+5% +$86.8K 1.74% 20
2016
Q1 		$1.92M Buy
77,468
+23,400
+43% +$540K 1.64% 21
2015
Q4 		$1.17M Buy
+54,068
New +$1.17M 0.99% 28

Other funds holding XLU

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Hochman Cole Investment Advisors's XLU Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 18% in Q3 2021, buying an estimated $970K and bringing the position to 186,726 shares worth $5.96M. The position accounts for 2.34% of the portfolio, ranked #10.

Hochman Cole Investment Advisors first reported a position in XLU in Q4 2015 and has held it in 24 quarters since. 894 funds tracked by Wall St. Rank hold XLU as of Q3 2021.

  • Hochman Cole Investment Advisors held 186,726 shares of State Street Utilities Select Sector SPDR ETF worth $5.96M as of Q3 2021.
  • Hochman Cole Investment Advisors bought 29,030 State Street Utilities Select Sector SPDR ETF shares in Q3 2021, an estimated $970K.
  • State Street Utilities Select Sector SPDR ETF made up 2.34% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #10 holding.
  • Hochman Cole Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and has held it in 24 quarters since.
  • 894 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.