Intercontinental Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Intercontinental Wealth 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
2020 Q2	–	Sell	-8,566	Closed	-$237K	–	190
2020 Q1	$237K	Buy	8,566 +2,300	+37%	+$73.6K	0.13%	137
2019 Q4	$216K	Sell	6,266 -730	-10%	-$23.2K	0.18%	96
2019 Q3	$226K	Buy	6,996 +1,896	+37%	+$58.5K	0.14%	120
2019 Q2	$152K	Hold	5,100	–	–	0.08%	139
2019 Q1	$148K	Hold	5,100	–	–	0.07%	144
2018 Q4	$135K	Buy	+5,100	New	+$139K	0.08%	146
2017 Q2	–	Sell	-14,900	Closed	-$382K	–	137
2017 Q1	$382K	Hold	14,900	–	–	0.23%	82
2016 Q4	$362K	Buy	+14,900	New	+$356K	0.23%	84

Other funds holding XLU

PIF

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

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

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

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Intercontinental Wealth Advisors's XLU Position: Q2 2020 in Review

Intercontinental Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2020, closing a stake of 8,566 shares — an estimated $237K sold.

Intercontinental Wealth Advisors first reported a position in XLU in Q4 2016 and held it in 8 quarters. The position peaked at $382K in Q1 2017. 801 funds tracked by Wall St. Rank hold XLU as of Q2 2020.

Intercontinental Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 8,566 State Street Utilities Select Sector SPDR ETF shares in Q2 2020, an estimated $237K.
Intercontinental Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and held it in 8 quarters.
Intercontinental Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $382K in Q1 2017.
801 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2020, filed 19 Jan 2021.