US Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

US Financial Advisors’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	-6,884	Closed	-$216K	–	148
2020 Q4	$216K	Buy	+6,884	New	+$218K	0.07%	122
2016 Q2	$2.44M	Hold	98,546	–	–	4.91%	6
2016 Q1	$2.44M	Sell	98,546 -147,338	-60%	-$3.4M	4.25%	6
2015 Q4	$5.32M	Sell	245,884 -43,122	-15%	-$934K	5.05%	6
2015 Q3	$6.26M	Buy	289,006 +5,298	+2%	+$114K	10.4%	1
2015 Q2	$5.88M	Sell	283,708 -3,146	-1%	-$68.9K	5.55%	11
2015 Q1	$6.37M	Buy	286,854 +4,818	+2%	+$111K	5.79%	4
2014 Q4	$6.66M	Buy	+282,036	New	+$6.38M	5.95%	3

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

US Financial Advisors's XLU Position: Q1 2021 in Review

US Financial Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2021, closing a stake of 6,884 shares — an estimated $216K sold.

US Financial Advisors first reported a position in XLU in Q4 2014 and held it in 8 quarters. The position peaked at $6.66M in Q4 2014. 859 funds tracked by Wall St. Rank hold XLU as of Q1 2021.

US Financial Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
US Financial Advisors sold 6,884 State Street Utilities Select Sector SPDR ETF shares in Q1 2021, an estimated $216K.
US Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and held it in 8 quarters.
US Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $6.66M in Q4 2014.
859 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2021.

Based on US Financial Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.