Wechter Feldman Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wechter Feldman Wealth 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
2020 Q3	–	Sell	-38,372	Closed	-$1.08M	–	24
2020 Q2	$1.08M	Sell	38,372 -21,186	-36%	-$611K	0.98%	12
2020 Q1	$1.65M	Sell	59,558 -729,594	-92%	-$23.3M	4.03%	7
2019 Q4	$25.5M	Buy	789,152 +9,910	+1%	+$315K	17%	1
2019 Q3	$25.2M	Buy	779,242 +342	+0%	+$10.6K	15.92%	1
2019 Q2	$23.2M	Sell	778,900 -26,408	-3%	-$776K	15.38%	1
2019 Q1	$23.4M	Buy	+805,308	New	+$22.4M	15.29%	1
2018 Q1	–	Sell	-370,440	Closed	-$9.76M	–	34
2017 Q4	$9.76M	Sell	370,440 -6,766	-2%	-$186K	6.82%	6
2017 Q3	$10M	Sell	377,206 -592	-0.2%	-$15.9K	7.67%	6
2017 Q2	$9.81M	Buy	+377,798	New	+$9.92M	7.87%	6
2017 Q1	–	Sell	-21,436	Closed	-$521K	–	37
2016 Q4	$521K	Buy	+21,436	New	+$512K	0.34%	24

Other funds holding XLU

PIF

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

Goldman Sachs New York $871B AUM 31.28% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

Wechter Feldman Wealth Management's XLU Position: Q3 2020 in Review

Wechter Feldman Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2020, closing a stake of 38,372 shares — an estimated $1.08M sold.

Wechter Feldman Wealth Management first reported a position in XLU in Q4 2016 and held it in 10 quarters. The position peaked at $25.5M in Q4 2019. 807 funds tracked by Wall St. Rank hold XLU as of Q3 2020.

Wechter Feldman Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Wechter Feldman Wealth Management sold 38,372 State Street Utilities Select Sector SPDR ETF shares in Q3 2020, an estimated $1.08M.
Wechter Feldman Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and held it in 10 quarters.
Wechter Feldman Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $25.5M in Q4 2019.
807 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2020.

Based on Wechter Feldman Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.