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Norris Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Norris Financial Group’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
Q1 		– Sell
-12,230
Closed -$395K – 83
2019
Q4 		$395K Buy
+12,230
New +$388K 0.36% 46

Other funds holding XLU

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norris Financial Group's XLU Position: Q1 2020 in Review

Norris Financial Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2020, closing a stake of 12,230 shares — an estimated $395K sold.

Norris Financial Group first reported a position in XLU in Q4 2019 and held it in 1 quarter. The position peaked at $395K in Q4 2019. 836 funds tracked by Wall St. Rank hold XLU as of Q1 2020.

  • Norris Financial Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Norris Financial Group sold 12,230 State Street Utilities Select Sector SPDR ETF shares in Q1 2020, an estimated $395K.
  • Norris Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
  • Norris Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $395K in Q4 2019.
  • 836 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2020.

Based on Norris Financial Group's 13F filing for Q1 2020, filed 2 Jun 2026.