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Insight Wealth Strategies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Insight Wealth Strategies’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
Q3 		– Sell
-11,348
Closed -$320K – 203
2020
Q2 		$320K Buy
+11,348
New +$327K 0.07% 121

Other funds holding XLU

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

Insight Wealth Strategies's XLU Position: Q3 2020 in Review

Insight Wealth Strategies sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2020, closing a stake of 11,348 shares — an estimated $320K sold.

Insight Wealth Strategies first reported a position in XLU in Q2 2020 and held it in 1 quarter. The position peaked at $320K in Q2 2020. 807 funds tracked by Wall St. Rank hold XLU as of Q3 2020.

  • Insight Wealth Strategies reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 11,348 State Street Utilities Select Sector SPDR ETF shares in Q3 2020, an estimated $320K.
  • Insight Wealth Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and held it in 1 quarter.
  • Insight Wealth Strategies's State Street Utilities Select Sector SPDR ETF position peaked at $320K in Q2 2020.
  • 807 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2020.

Based on Insight Wealth Strategies's 13F filing for Q3 2020, filed 29 Oct 2020.