Sunflower Bank Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sunflower Bank Wealth 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
2020 Q3	$1.02M	Sell	34,290 -11,150	-25%	-$331K	0.34%	41
2020 Q2	$1.28M	Sell	45,440 -210	-0.5%	-$6.05K	0.43%	34
2020 Q1	$1.26M	Sell	45,650 -1,750	-4%	-$56K	0.48%	33
2019 Q4	$1.53M	Sell	47,400 -120,730	-72%	-$3.83M	0.47%	33
2019 Q3	$5.44M	Sell	168,130 -10,620	-6%	-$328K	1.74%	12
2019 Q2	$5.33M	Buy	178,750 +630	+0.4%	+$18.5K	1.72%	13
2019 Q1	$5.18M	Sell	178,120 -4,300	-2%	-$120K	1.56%	13
2018 Q4	$4.83M	Buy	182,420 +162,610	+821%	+$4.42M	1.55%	12
2018 Q3	$521K	Hold	19,810	–	–	0.15%	93
2018 Q2	$515K	Sell	19,810 -5,880	-23%	-$148K	0.15%	91
2018 Q1	$649K	Sell	25,690 -280	-1%	-$6.99K	0.18%	81
2017 Q4	$684K	Sell	25,970 -1,500	-5%	-$41.1K	0.18%	73
2017 Q3	$729K	Hold	27,470	–	–	0.26%	48
2017 Q2	$714K	Hold	27,470	–	–	0.24%	52
2017 Q1	$705K	Sell	27,470 -714	-3%	-$17.8K	0.24%	52
2016 Q4	$684K	Buy	28,184 +1,610	+6%	+$38.4K	0.24%	52
2016 Q3	$650K	Sell	26,574 -76,948	-74%	-$1.95M	0.24%	54
2016 Q2	$2.72M	Buy	103,522 +906	+0.9%	+$22.3K	0.95%	21
2016 Q1	$2.54M	Buy	102,616 +3,250	+3%	+$75K	0.91%	25
2015 Q4	$2.15M	Buy	99,366 +74,066	+293%	+$1.61M	0.75%	28
2015 Q3	$548K	Hold	25,300	–	–	0.2%	57
2015 Q2	$525K	Sell	25,300 -11,700	-32%	-$256K	0.18%	59
2015 Q1	$822K	Hold	37,000	–	–	0.27%	55
2014 Q4	$874K	Buy	37,000 +14,220	+62%	+$322K	0.28%	55
2014 Q3	$479K	Buy	22,780 +938	+4%	+$19.9K	0.16%	62
2014 Q2	$483K	Sell	21,842 -2,228	-9%	-$47.4K	0.2%	67
2014 Q1	$499K	Hold	24,070	–	–	0.24%	61
2013 Q4	$457K	Sell	24,070 -4,648	-16%	-$88.9K	0.23%	61
2013 Q3	$537K	Sell	28,718 -96,150	-77%	-$1.83M	0.29%	56
2013 Q2	$2.35M	Buy	+124,868	New	+$2.45M	1.27%	15

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

Sunflower Bank Wealth Management's XLU Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 25% in Q3 2020, selling an estimated $331K and leaving 34,290 shares worth $1.02M. The position accounts for 0.34% of the portfolio, ranked #41.

Sunflower Bank Wealth Management first reported a position in XLU in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.44M in Q3 2019. 807 funds tracked by Wall St. Rank hold XLU as of Q3 2020.

Sunflower Bank Wealth Management held 34,290 shares of State Street Utilities Select Sector SPDR ETF worth $1.02M as of Q3 2020.
Sunflower Bank Wealth Management sold 11,150 State Street Utilities Select Sector SPDR ETF shares in Q3 2020, an estimated $331K.
State Street Utilities Select Sector SPDR ETF made up 0.34% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #41 holding.
Sunflower Bank Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $5.44M in Q3 2019.
807 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.