Summit Wealth & Retirement Planning’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Summit Wealth & Retirement Planning’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 Q1	–	Sell	-9,082	Closed	-$293K	–	133
2019 Q4	$293K	Sell	9,082 -2,450	-21%	-$77.8K	0.13%	106
2019 Q3	$373K	Hold	11,532	–	–	0.23%	87
2019 Q2	$344K	Hold	11,532	–	–	0.2%	98
2019 Q1	$335K	Hold	11,532	–	–	0.2%	102
2018 Q4	$305K	Buy	+11,532	New	+$313K	0.23%	88

Other funds holding XLU

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Summit Wealth & Retirement Planning's XLU Position: Q1 2020 in Review

Summit Wealth & Retirement Planning sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2020, closing a stake of 9,082 shares — an estimated $293K sold.

Summit Wealth & Retirement Planning first reported a position in XLU in Q4 2018 and held it in 5 quarters. The position peaked at $373K in Q3 2019. 836 funds tracked by Wall St. Rank hold XLU as of Q1 2020.

Summit Wealth & Retirement Planning reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 9,082 State Street Utilities Select Sector SPDR ETF shares in Q1 2020, an estimated $293K.
Summit Wealth & Retirement Planning first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 5 quarters.
Summit Wealth & Retirement Planning's State Street Utilities Select Sector SPDR ETF position peaked at $373K in Q3 2019.
836 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2020, filed 11 May 2020.