Sandbox Financial Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sandbox Financial Partners’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
2021 Q2	–	Sell	-6,956	Closed	-$226K	–	115
2021 Q1	$226K	Sell	6,956 -2,920	-30%	-$90.6K	0.18%	68
2020 Q4	$310K	Buy	+9,876	New	+$313K	0.28%	49

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

Sandbox Financial Partners's XLU Position: Q2 2021 in Review

Sandbox Financial Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2021, closing a stake of 6,956 shares — an estimated $226K sold.

Sandbox Financial Partners first reported a position in XLU in Q4 2020 and held it in 2 quarters. The position peaked at $310K in Q4 2020. 875 funds tracked by Wall St. Rank hold XLU as of Q2 2021.

Sandbox Financial Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Sandbox Financial Partners sold 6,956 State Street Utilities Select Sector SPDR ETF shares in Q2 2021, an estimated $226K.
Sandbox Financial Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
Sandbox Financial Partners's State Street Utilities Select Sector SPDR ETF position peaked at $310K in Q4 2020.
875 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2021.

Based on Sandbox Financial Partners's 13F filing for Q2 2021, filed 16 Aug 2021.