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Sterling Investment Advisors (Pennsylvania)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2019
Q4 		– Sell
-232
Closed -$8K – 448
2019
Q3 		$8K Hold
232
– – ﹤0.01% 359
2019
Q2 		$7K Buy
+232
New +$6.81K ﹤0.01% 371
2019
Q1 		– Sell
-2,000
Closed -$52K – 431
2018
Q4 		$52K Buy
+2,000
New +$54.4K 0.03% 192

Other funds holding XLU

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s XLU Position: Q4 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2019, closing a stake of 232 shares — an estimated $8K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in XLU in Q4 2018 and held it in 3 quarters. The position peaked at $52K in Q4 2018. 852 funds tracked by Wall St. Rank hold XLU as of Q4 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 232 State Street Utilities Select Sector SPDR ETF shares in Q4 2019, an estimated $8K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s State Street Utilities Select Sector SPDR ETF position peaked at $52K in Q4 2018.
  • 852 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 10 Feb 2020.