Shine Investment Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Shine Investment Advisory Services’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 Q3	$251K	Hold	8,464	–	–	0.09%	118
2020 Q2	$239K	Sell	8,464 -4,400	-34%	-$127K	0.09%	110
2020 Q1	$356K	Hold	12,864	–	–	0.17%	74
2019 Q4	$416K	Hold	12,864	–	–	0.17%	75
2019 Q3	$416K	Sell	12,864 -1,736	-12%	-$53.6K	0.2%	68
2019 Q2	$435K	Buy	+14,600	New	+$429K	0.2%	67

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

Shine Investment Advisory Services's XLU Position: Q3 2020 in Review

Shine Investment Advisory Services held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2020 at 8,464 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #118.

Shine Investment Advisory Services first reported a position in XLU in Q2 2019 and has held it in 6 quarters since. The position peaked at $435K in Q2 2019. 807 funds tracked by Wall St. Rank hold XLU as of Q3 2020.

Shine Investment Advisory Services held 8,464 shares of State Street Utilities Select Sector SPDR ETF worth $251K as of Q3 2020.
Shine Investment Advisory Services left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2020.
State Street Utilities Select Sector SPDR ETF made up 0.09% of Shine Investment Advisory Services's portfolio in Q3 2020, its #118 holding.
Shine Investment Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 6 quarters since.
Shine Investment Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $435K in Q2 2019.
807 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.