Wilbanks Smith & Thomas Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wilbanks Smith & Thomas Asset 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	-200,622	Closed	-$5.66M	–	410
2020 Q2	$5.66M	Buy	+200,622	New	+$5.78M	0.34%	68
2018 Q4	–	Sell	-352	Closed	-$9K	–	1322
2018 Q3	$9K	Buy	+352	New	+$9.35K	﹤0.01%	1085
2015 Q2	–	Sell	-37,350	Closed	-$830K	–	325
2015 Q1	$830K	Buy	+37,350	New	+$863K	0.08%	134
2013 Q4	–	Sell	-30,200	Closed	-$564K	–	301
2013 Q3	$564K	Buy	+30,200	New	+$575K	0.08%	152

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

Wilbanks Smith & Thomas Asset Management's XLU Position: Q3 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2020, closing a stake of 200,622 shares — an estimated $5.66M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in XLU in Q3 2013 and held it in 4 quarters. The position peaked at $5.66M in Q2 2020. 807 funds tracked by Wall St. Rank hold XLU as of Q3 2020.

Wilbanks Smith & Thomas Asset Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 200,622 State Street Utilities Select Sector SPDR ETF shares in Q3 2020, an estimated $5.66M.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2013 and held it in 4 quarters.
Wilbanks Smith & Thomas Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $5.66M in Q2 2020.
807 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2020, filed 12 Nov 2020.