Wealthspire Advisors (Maryland)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-7,452	Closed	-$206K	–	477
2020 Q1	$206K	Buy	7,452 +674	+10%	+$21.6K	0.02%	384
2019 Q4	$219K	Buy	6,778 +96	+1%	+$3.05K	0.01%	452
2019 Q3	$216K	Buy	+6,682	New	+$206K	0.02%	417
2019 Q2	–	Sell	-7,064	Closed	-$205K	–	2086
2019 Q1	$205K	Hold	7,064	–	–	0.02%	431
2018 Q4	$187K	Sell	7,064 -2,268	-24%	-$61.6K	0.02%	415
2018 Q3	$246K	Sell	9,332 -62	-0.7%	-$1.65K	0.02%	406
2018 Q2	$244K	Sell	9,394 -1,498	-14%	-$37.7K	0.02%	408
2018 Q1	$275K	Sell	10,892 -398	-4%	-$9.93K	0.03%	382
2017 Q4	$297K	Sell	11,290 -1,216	-10%	-$33.3K	0.03%	373
2017 Q3	$332K	Hold	12,506	–	–	0.04%	337
2017 Q2	$325K	Buy	12,506 +8,306	+198%	+$218K	0.04%	329
2017 Q1	$108K	Sell	4,200 -3,710	-47%	-$92.7K	0.02%	573
2016 Q4	$192K	Sell	7,910 -240	-3%	-$5.73K	0.03%	385
2016 Q3	$200K	Hold	8,150	–	–	0.03%	383
2016 Q2	$214K	Sell	8,150 -800	-9%	-$19.7K	0.04%	348
2016 Q1	$222K	Hold	8,950	–	–	0.04%	334
2015 Q4	$194K	Buy	+8,950	New	+$194K	0.04%	365

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XLU Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2020, closing a stake of 7,452 shares — an estimated $206K sold.

Wealthspire Advisors (Maryland) first reported a position in XLU in Q4 2015 and held it in 17 quarters. The position peaked at $332K in Q3 2017. 801 funds tracked by Wall St. Rank hold XLU as of Q2 2020.

Wealthspire Advisors (Maryland) reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 7,452 State Street Utilities Select Sector SPDR ETF shares in Q2 2020, an estimated $206K.
Wealthspire Advisors (Maryland) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and held it in 17 quarters.
Wealthspire Advisors (Maryland)'s State Street Utilities Select Sector SPDR ETF position peaked at $332K in Q3 2017.
801 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.