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Santori & Peters Inc’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Santori & Peters Inc’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
2018
Q1 		– Sell
-266
Closed -$6K – 538
2017
Q4 		$6K Buy
+266
New +$7.29K 0.01% 403

Other funds holding XLU

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Santori & Peters Inc's XLU Position: Q1 2018 in Review

Santori & Peters Inc sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2018, closing a stake of 266 shares — an estimated $6K sold.

Santori & Peters Inc first reported a position in XLU in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 557 funds tracked by Wall St. Rank hold XLU as of Q1 2018.

  • Santori & Peters Inc reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 266 State Street Utilities Select Sector SPDR ETF shares in Q1 2018, an estimated $6K.
  • Santori & Peters Inc first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's State Street Utilities Select Sector SPDR ETF position peaked at $6K in Q4 2017.
  • 557 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.