United Capital Management of KS’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

United Capital Management of KS’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	-6,266	Closed	-$202K	–	117
2019 Q4	$202K	Sell	6,266 -2,234	-26%	-$71K	0.13%	110
2019 Q3	$274K	Buy	8,500 +1,568	+23%	+$48.4K	0.2%	87
2019 Q2	$206K	Sell	6,932 -52	-0.7%	-$1.53K	0.16%	105
2019 Q1	$202K	Sell	6,984 -1,296	-16%	-$36K	0.16%	103
2018 Q4	$219K	Buy	8,280 +622	+8%	+$16.9K	0.2%	98
2018 Q3	$204K	Buy	+7,658	New	+$203K	0.16%	113

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 $303B AUM 53.02% 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 $445B AUM 25.58% 1-Year Est. Return

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

United Capital Management of KS's XLU Position: Q1 2020 in Review

United Capital Management of KS sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2020, closing a stake of 6,266 shares — an estimated $202K sold.

United Capital Management of KS first reported a position in XLU in Q3 2018 and held it in 6 quarters. The position peaked at $274K in Q3 2019. 836 funds tracked by Wall St. Rank hold XLU as of Q1 2020.

United Capital Management of KS reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
United Capital Management of KS sold 6,266 State Street Utilities Select Sector SPDR ETF shares in Q1 2020, an estimated $202K.
United Capital Management of KS first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2018 and held it in 6 quarters.
United Capital Management of KS's State Street Utilities Select Sector SPDR ETF position peaked at $274K in Q3 2019.
836 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.