TIAM2
XLU icon

Tru Independence Asset Management 2’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-200
Closed -$6K – 427
2020
Q4 		$6K Buy
+200
New +$6.33K 0.01% 356

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tru Independence Asset Management 2's XLU Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2021, closing a stake of 200 shares — an estimated $6K sold.

Tru Independence Asset Management 2 first reported a position in XLU in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 859 funds tracked by Wall St. Rank hold XLU as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 200 State Street Utilities Select Sector SPDR ETF shares in Q1 2021, an estimated $6K.
  • Tru Independence Asset Management 2 first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's State Street Utilities Select Sector SPDR ETF position peaked at $6K in Q4 2020.
  • 859 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.