TFO Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

TFO Wealth Partners’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
2021 Q2	–	Sell	-156	Closed	-$5K	–	192
2021 Q1	$5K	Buy	+156	New	+$4.84K	﹤0.01%	148

Other funds holding XLU

PIF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

TFO Wealth Partners's XLU Position: Q2 2021 in Review

TFO Wealth Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2021, closing a stake of 156 shares — an estimated $5K sold.

TFO Wealth Partners first reported a position in XLU in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 875 funds tracked by Wall St. Rank hold XLU as of Q2 2021.

TFO Wealth Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
TFO Wealth Partners sold 156 State Street Utilities Select Sector SPDR ETF shares in Q2 2021, an estimated $5K.
TFO Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and held it in 1 quarter.
TFO Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $5K in Q1 2021.
875 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.