Lucia Wealth Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Lucia Wealth Services’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	$62K	Buy	2,100 +500	+31%	+$14.8K	0.01%	155
2020 Q2	$45K	Hold	1,600	–	–	0.01%	160
2020 Q1	$44K	Buy	1,600 +1,000	+167%	+$32K	0.01%	168
2019 Q4	$19K	Hold	600	–	–	0.01%	170
2019 Q3	$19K	Hold	600	–	–	0.01%	152
2019 Q2	$18K	Hold	600	–	–	0.01%	159
2019 Q1	$17K	Hold	600	–	–	0.01%	176
2018 Q4	$16K	Hold	600	–	–	0.01%	156
2018 Q3	$16K	Hold	600	–	–	0.01%	203
2018 Q2	$16K	Buy	600 +400	+200%	+$10.1K	0.01%	188
2018 Q1	$5K	Buy	+200	New	+$4.99K	﹤0.01%	192

Other funds holding XLU

PIF

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

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

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

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

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

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

Lucia Wealth Services's XLU Position: Q3 2020 in Review

Lucia Wealth Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 31% in Q3 2020, buying an estimated $14.8K and bringing the position to 2,100 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #155.

Lucia Wealth Services first reported a position in XLU in Q1 2018 and has held it in 11 quarters since. 807 funds tracked by Wall St. Rank hold XLU as of Q3 2020.

Lucia Wealth Services held 2,100 shares of State Street Utilities Select Sector SPDR ETF worth $62K as of Q3 2020.
Lucia Wealth Services bought 500 State Street Utilities Select Sector SPDR ETF shares in Q3 2020, an estimated $14.8K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Lucia Wealth Services's portfolio in Q3 2020, its #155 holding.
Lucia Wealth Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and has held it in 11 quarters since.
807 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.