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Stearns Financial Services Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Stearns Financial Services 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
2020
Q2 		– Sell
-1,300
Closed -$36K – 232
2020
Q1 		$36K Buy
+1,300
New +$41.6K 0.01% 161

Other funds holding XLU

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stearns Financial Services Group's XLU Position: Q2 2020 in Review

Stearns Financial Services Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2020, closing a stake of 1,300 shares — an estimated $36K sold.

Stearns Financial Services Group first reported a position in XLU in Q1 2020 and held it in 1 quarter. The position peaked at $36K in Q1 2020. 801 funds tracked by Wall St. Rank hold XLU as of Q2 2020.

  • Stearns Financial Services Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
  • Stearns Financial Services Group sold 1,300 State Street Utilities Select Sector SPDR ETF shares in Q2 2020, an estimated $36K.
  • Stearns Financial Services Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and held it in 1 quarter.
  • Stearns Financial Services Group's State Street Utilities Select Sector SPDR ETF position peaked at $36K in Q1 2020.
  • 801 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2020.

Based on Stearns Financial Services Group's 13F filing for Q2 2020, filed 14 Aug 2020.