Wealthcare Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wealthcare Capital Management’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	-1,270	Closed	-$41K	–	688
2021 Q1	$41K	Buy	+1,270	New	+$39.4K	﹤0.01%	156
2020 Q2	–	Sell	-1,270	Closed	-$35K	–	251
2020 Q1	$35K	Hold	1,270	–	–	﹤0.01%	106
2019 Q4	$41K	Hold	1,270	–	–	﹤0.01%	118
2019 Q3	$41K	Hold	1,270	–	–	0.01%	107
2019 Q2	$38K	Hold	1,270	–	–	0.01%	105
2019 Q1	$37K	Hold	1,270	–	–	0.01%	109
2018 Q4	$34K	Hold	1,270	–	–	0.01%	107
2018 Q3	$33K	Buy	+1,270	New	+$33.7K	﹤0.01%	108

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

Wealthcare Capital Management's XLU Position: Q2 2021 in Review

Wealthcare Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2021, closing a stake of 1,270 shares — an estimated $41K sold.

Wealthcare Capital Management first reported a position in XLU in Q3 2018 and held it in 8 quarters. The position peaked at $41K in Q1 2021. 875 funds tracked by Wall St. Rank hold XLU as of Q2 2021.

Wealthcare Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 1,270 State Street Utilities Select Sector SPDR ETF shares in Q2 2021, an estimated $41K.
Wealthcare Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2018 and held it in 8 quarters.
Wealthcare Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $41K in Q1 2021.
875 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.