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

Hoover 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
2021 Q2	$26K	Buy	810 +6	+0.7%	+$196	﹤0.01%	366
2021 Q1	$26K	Buy	804 +6	+0.8%	+$186	﹤0.01%	334
2020 Q4	$25K	Buy	+798	New	+$25.3K	0.01%	316
2020 Q3	–	Sell	-1,412	Closed	-$40K	–	488
2020 Q2	$40K	Buy	+1,412	New	+$40.7K	0.02%	209

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

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

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

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

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

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

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

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

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

Hoover Financial Advisors's XLU Position: Q2 2021 in Review

Hoover Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.75% in Q2 2021, buying an estimated $196 and bringing the position to 810 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Hoover Financial Advisors first reported a position in XLU in Q2 2020 and has held it in 4 quarters since. The position peaked at $40K in Q2 2020. 875 funds tracked by Wall St. Rank hold XLU as of Q2 2021.

Hoover Financial Advisors held 810 shares of State Street Utilities Select Sector SPDR ETF worth $26K as of Q2 2021.
Hoover Financial Advisors bought 6 State Street Utilities Select Sector SPDR ETF shares in Q2 2021, an estimated $196.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #366 holding.
Hoover Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and has held it in 4 quarters since.
Hoover Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $40K in Q2 2020.
875 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.