Starfire Investment Advisers’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Starfire Investment Advisers’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 Q2	$1.71M	Sell	60,714 -21,340	-26%	-$615K	0.82%	35
2020 Q1	$2.27M	Sell	82,054 -7,250	-8%	-$232K	1.25%	23
2019 Q4	$2.88M	Sell	89,304 -236	-0.3%	-$7.5K	1.1%	26
2019 Q3	$2.9M	Buy	89,540 +4,288	+5%	+$132K	1.19%	23
2019 Q2	$2.54M	Buy	85,252 +870	+1%	+$25.6K	1.14%	25
2019 Q1	$2.45M	Sell	84,382 -528	-0.6%	-$14.7K	1.13%	25
2018 Q4	$2.25M	Sell	84,910 -14,924	-15%	-$406K	1.21%	23
2018 Q3	$2.63M	Buy	99,834 +16,504	+20%	+$439K	1.31%	22
2018 Q2	$2.16M	Sell	83,330 -1,340	-2%	-$33.7K	1.1%	24
2018 Q1	$2.14M	Buy	+84,670	New	+$2.11M	1.11%	23
2017 Q4	–	Sell	-84,326	Closed	-$2.24M	–	231
2017 Q3	$2.24M	Sell	84,326 -628	-0.7%	-$16.9K	1.36%	20
2017 Q2	$2.21M	Buy	84,954 +310	+0.4%	+$8.14K	1.29%	22
2017 Q1	$2.19M	Sell	84,644 -262	-0.3%	-$6.54K	1.18%	24
2016 Q4	$2.06M	Buy	84,906 +974	+1%	+$23.3K	1.18%	23
2016 Q3	$2.06M	Buy	83,932 +240	+0.3%	+$6.09K	1.22%	24
2016 Q2	$2.2M	Buy	83,692 +3,038	+4%	+$74.9K	1.51%	19
2016 Q1	$2M	Buy	80,654 +10,186	+14%	+$235K	1.31%	21
2015 Q4	$1.52M	Buy	70,468 +1,402	+2%	+$30.4K	1.05%	25
2015 Q3	$1.49M	Buy	69,066 +2,046	+3%	+$44.1K	1.09%	25
2015 Q2	$1.39M	Buy	67,020 +5,306	+9%	+$116K	0.92%	31
2015 Q1	$1.37M	Buy	+61,714	New	+$1.43M	0.9%	29

Other funds holding XLU

PIF

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

Citigroup New York $235B AUM 32.99% 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

Goldman Sachs New York $871B AUM 31.28% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Starfire Investment Advisers's XLU Position: Q2 2020 in Review

Starfire Investment Advisers reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 26% in Q2 2020, selling an estimated $615K and leaving 60,714 shares worth $1.71M. The position accounts for 0.82% of the portfolio, ranked #35.

Starfire Investment Advisers first reported a position in XLU in Q1 2015 and has held it in 21 quarters since. The position peaked at $2.9M in Q3 2019. 801 funds tracked by Wall St. Rank hold XLU as of Q2 2020.

Starfire Investment Advisers held 60,714 shares of State Street Utilities Select Sector SPDR ETF worth $1.71M as of Q2 2020.
Starfire Investment Advisers sold 21,340 State Street Utilities Select Sector SPDR ETF shares in Q2 2020, an estimated $615K.
State Street Utilities Select Sector SPDR ETF made up 0.82% of Starfire Investment Advisers's portfolio in Q2 2020, its #35 holding.
Starfire Investment Advisers first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2015 and has held it in 21 quarters since.
Starfire Investment Advisers's State Street Utilities Select Sector SPDR ETF position peaked at $2.9M in Q3 2019.
801 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.