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

JOYN 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
2019 Q1	–	Sell	-314	Closed	-$8K	–	1448
2018 Q4	$8K	Sell	314 -34	-10%	-$924	﹤0.01%	1084
2018 Q3	$9K	Hold	348	–	–	﹤0.01%	1002
2018 Q2	$9K	Sell	348 -108	-24%	-$2.72K	﹤0.01%	961
2018 Q1	$12K	Buy	+456	New	+$11.4K	﹤0.01%	752

Other funds holding XLU

Goldman Sachs New York $871B AUM 31.28% 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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

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

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

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

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

JOYN Advisors's XLU Position: Q1 2019 in Review

JOYN Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2019, closing a stake of 314 shares — an estimated $8K sold.

JOYN Advisors first reported a position in XLU in Q1 2018 and held it in 4 quarters. The position peaked at $12K in Q1 2018. 717 funds tracked by Wall St. Rank hold XLU as of Q1 2019.

JOYN Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 314 State Street Utilities Select Sector SPDR ETF shares in Q1 2019, an estimated $8K.
JOYN Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and held it in 4 quarters.
JOYN Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $12K in Q1 2018.
717 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.