Seven Springs Wealth Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Seven Springs Wealth 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
2021 Q2	–	Sell	-2,076	Closed	-$66K	–	145
2021 Q1	$66K	Hold	2,076	–	–	0.03%	76
2020 Q4	$65K	Sell	2,076 -1,310	-39%	-$41.5K	0.03%	73
2020 Q3	$101K	Buy	3,386 +264	+8%	+$7.83K	0.06%	65
2020 Q2	$88K	Buy	3,122 +118	+4%	+$3.4K	0.06%	64
2020 Q1	$83K	Buy	+3,004	New	+$96.1K	0.06%	66

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

Seven Springs Wealth Group's XLU Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2021, closing a stake of 2,076 shares — an estimated $66K sold.

Seven Springs Wealth Group first reported a position in XLU in Q1 2020 and held it in 5 quarters. The position peaked at $101K in Q3 2020. 875 funds tracked by Wall St. Rank hold XLU as of Q2 2021.

Seven Springs Wealth Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 2,076 State Street Utilities Select Sector SPDR ETF shares in Q2 2021, an estimated $66K.
Seven Springs Wealth Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and held it in 5 quarters.
Seven Springs Wealth Group's State Street Utilities Select Sector SPDR ETF position peaked at $101K in Q3 2020.
875 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.