Kings Point Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Kings Point Capital Management’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
2022 Q1	$46K	Hold	1,226	–	–	﹤0.01%	362
2021 Q4	$44K	Hold	1,226	–	–	﹤0.01%	409
2021 Q3	$39K	Buy	1,226 +800	+188%	+$26.7K	﹤0.01%	392
2021 Q2	$13K	Sell	426 -1,040	-71%	-$34K	﹤0.01%	518
2021 Q1	$47K	Buy	1,466 +1,040	+244%	+$32.3K	﹤0.01%	342
2020 Q4	$13K	Sell	426 -12	-3%	-$380	﹤0.01%	478
2020 Q3	$13K	Buy	438 +12	+3%	+$356	﹤0.01%	457
2020 Q2	$12K	Sell	426 -200	-32%	-$5.77K	﹤0.01%	424
2020 Q1	$17K	Sell	626 -600	-49%	-$19.2K	﹤0.01%	391
2019 Q4	$40K	Hold	1,226	–	–	0.01%	340
2019 Q3	$40K	Buy	1,226 +798	+186%	+$24.6K	0.01%	325
2019 Q2	$13K	Buy	428 +2	+0.5%	+$59	﹤0.01%	396
2019 Q1	$12K	Hold	426	–	–	﹤0.01%	345
2018 Q4	$11K	Hold	426	–	–	﹤0.01%	344
2018 Q3	$11K	Buy	426 +2	+0.5%	+$53	﹤0.01%	355
2018 Q2	$11K	Hold	424	–	–	﹤0.01%	353
2018 Q1	$11K	Hold	424	–	–	﹤0.01%	362
2017 Q4	$11K	Buy	424 +2	+0.5%	+$55	﹤0.01%	365
2017 Q3	$11K	Hold	422	–	–	﹤0.01%	354
2017 Q2	$11K	Buy	+422	New	+$11.1K	﹤0.01%	329

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Kings Point Capital Management's XLU Position: Q1 2022 in Review

Kings Point Capital Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2022 at 1,226 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Kings Point Capital Management first reported a position in XLU in Q2 2017 and has held it in 20 quarters since. The position peaked at $47K in Q1 2021. 1,054 funds tracked by Wall St. Rank hold XLU as of Q1 2022.

Kings Point Capital Management held 1,226 shares of State Street Utilities Select Sector SPDR ETF worth $46K as of Q1 2022.
Kings Point Capital Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2022.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #362 holding.
Kings Point Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2017 and has held it in 20 quarters since.
Kings Point Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $47K in Q1 2021.
1,054 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.