Polaris Wealth Advisory Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Polaris Wealth Advisory 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
2019 Q4	–	Sell	-378,602	Closed	-$12.1M	–	192
2019 Q3	$12.1M	Buy	+378,602	New	+$11.7M	0.98%	36
2018 Q4	–	Sell	-1,578	Closed	-$42K	–	476
2018 Q3	$42K	Buy	+1,578	New	+$41.9K	﹤0.01%	263
2018 Q2	–	Sell	-1,776	Closed	-$45K	–	438
2018 Q1	$45K	Buy	+1,776	New	+$44.3K	﹤0.01%	227
2017 Q4	–	Sell	-15,480	Closed	-$411K	–	165
2017 Q3	$411K	Sell	15,480 -3,016	-16%	-$81K	0.04%	110
2017 Q2	$481K	Buy	+18,496	New	+$486K	0.05%	93

Other funds holding XLU

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Polaris Wealth Advisory Group's XLU Position: Q4 2019 in Review

Polaris Wealth Advisory Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2019, closing a stake of 378,602 shares — an estimated $12.1M sold.

Polaris Wealth Advisory Group first reported a position in XLU in Q2 2017 and held it in 5 quarters. The position peaked at $12.1M in Q3 2019. 852 funds tracked by Wall St. Rank hold XLU as of Q4 2019.

Polaris Wealth Advisory Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 378,602 State Street Utilities Select Sector SPDR ETF shares in Q4 2019, an estimated $12.1M.
Polaris Wealth Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2017 and held it in 5 quarters.
Polaris Wealth Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $12.1M in Q3 2019.
852 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2019, filed 29 Jan 2020.