Sonora Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sonora Investment Management’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 Q3	$64K	Buy	+2,000	New	+$66.8K	0.01%	374
2020 Q4	–	Sell	-42	Closed	-$1K	–	1797
2020 Q3	$1K	Sell	42 -156	-79%	-$4.63K	﹤0.01%	1731
2020 Q2	$6K	Buy	198 +156	+371%	+$4.5K	﹤0.01%	1302
2020 Q1	$1K	Hold	42	–	–	﹤0.01%	1610
2019 Q4	$1K	Buy	+42	New	+$1.33K	﹤0.01%	1643
2018 Q3	–	Sell	-74	Closed	-$2K	–	1270
2018 Q2	$2K	Buy	+74	New	+$1.86K	﹤0.01%	1080

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Sonora Investment Management's XLU Position: Q3 2021 in Review

Sonora Investment Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2021: 2,000 shares worth $64K. The stake represents 0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in XLU as recently as Q3 2020.

Sonora Investment Management first reported a position in XLU in Q2 2018 and has held it in 6 quarters since. 894 funds tracked by Wall St. Rank hold XLU as of Q3 2021.

Sonora Investment Management held 2,000 shares of State Street Utilities Select Sector SPDR ETF worth $64K as of Q3 2021.
State Street Utilities Select Sector SPDR ETF was a new Sonora Investment Management position in Q3 2021.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #374 holding.
Sonora Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and has held it in 6 quarters since.
894 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.