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

SVA 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 Q4	$2.77M	Buy	88,274 +2,102	+2%	+$66.5K	0.24%	78
2020 Q3	$2.56M	Buy	86,172 +15,508	+22%	+$460K	0.25%	76
2020 Q2	$1.99M	Buy	70,664 +2,566	+4%	+$74K	0.21%	88
2020 Q1	$1.89M	Buy	68,098 +7,568	+13%	+$242K	0.22%	81
2019 Q4	$1.96M	Buy	60,530 +5,690	+10%	+$181K	0.18%	97
2019 Q3	$1.77M	Buy	54,840 +2,410	+5%	+$74.4K	0.17%	98
2019 Q2	$1.56M	Buy	52,430 +2,972	+6%	+$87.3K	0.15%	105
2019 Q1	$1.44M	Buy	49,458 +10,278	+26%	+$286K	0.14%	111
2018 Q4	$1.04M	Buy	39,180 +9,270	+31%	+$252K	0.12%	117
2018 Q3	$787K	Buy	29,910 +1,740	+6%	+$46.2K	0.08%	128
2018 Q2	$732K	Buy	+28,170	New	+$709K	0.08%	133

Other funds holding XLU

PIF

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

SVA Wealth Management's XLU Position: Q4 2020 in Review

SVA Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.4% in Q4 2020, buying an estimated $66.5K and bringing the position to 88,274 shares worth $2.77M. The position accounts for 0.24% of the portfolio, ranked #78.

SVA Wealth Management first reported a position in XLU in Q2 2018 and has held it in 11 quarters since. 882 funds tracked by Wall St. Rank hold XLU as of Q4 2020.

SVA Wealth Management held 88,274 shares of State Street Utilities Select Sector SPDR ETF worth $2.77M as of Q4 2020.
SVA Wealth Management bought 2,102 State Street Utilities Select Sector SPDR ETF shares in Q4 2020, an estimated $66.5K.
State Street Utilities Select Sector SPDR ETF made up 0.24% of SVA Wealth Management's portfolio in Q4 2020, its #78 holding.
SVA Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and has held it in 11 quarters since.
882 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.