Vickerman & Driscoll Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Vickerman & Driscoll 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
2020 Q1	$4.95M	Buy	178,570 +1,574	+0.9%	+$50.3K	3.04%	10
2019 Q4	$5.72M	Buy	176,996 +934	+0.5%	+$29.7K	2.89%	10
2019 Q3	$5.7M	Sell	176,062 -178	-0.1%	-$5.49K	3.13%	9
2019 Q2	$5.25M	Buy	176,240 +2,832	+2%	+$83.2K	2.91%	10
2019 Q1	$5.04M	Buy	173,408 +72,874	+72%	+$2.03M	2.85%	11
2018 Q4	$2.66M	Sell	100,534 -1,770	-2%	-$48.1K	2.07%	11
2018 Q3	$2.69M	Sell	102,304 -3,578	-3%	-$95.1K	1.88%	11
2018 Q2	$2.75M	Sell	105,882 -27,526	-21%	-$692K	2.01%	11
2018 Q1	$3.37M	Sell	133,408 -2,126	-2%	-$53.1K	2.49%	10
2017 Q4	$3.57M	Buy	+135,534	New	+$3.72M	2.81%	9

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 $235B AUM 32.99% 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 $377B AUM 19.32% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors's XLU Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.89% in Q1 2020, buying an estimated $50.3K and bringing the position to 178,570 shares worth $4.95M. The position accounts for 3.04% of the portfolio, ranked #10.

Vickerman & Driscoll Financial Advisors first reported a position in XLU in Q4 2017 and has held it in 10 quarters since. The position peaked at $5.72M in Q4 2019. 836 funds tracked by Wall St. Rank hold XLU as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 178,570 shares of State Street Utilities Select Sector SPDR ETF worth $4.95M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 1,574 State Street Utilities Select Sector SPDR ETF shares in Q1 2020, an estimated $50.3K.
State Street Utilities Select Sector SPDR ETF made up 3.04% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #10 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $5.72M in Q4 2019.
836 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.