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WMS Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

WMS Partners’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
2019
Q3 		– Sell
-8,330
Closed -$248K – 235
2019
Q2 		$248K Buy
+8,330
New +$245K 0.06% 186

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

WMS Partners's XLU Position: Q3 2019 in Review

WMS Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2019, closing a stake of 8,330 shares — an estimated $248K sold.

WMS Partners first reported a position in XLU in Q2 2019 and held it in 1 quarter. The position peaked at $248K in Q2 2019. 776 funds tracked by Wall St. Rank hold XLU as of Q3 2019.

  • WMS Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • WMS Partners sold 8,330 State Street Utilities Select Sector SPDR ETF shares in Q3 2019, an estimated $248K.
  • WMS Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and held it in 1 quarter.
  • WMS Partners's State Street Utilities Select Sector SPDR ETF position peaked at $248K in Q2 2019.
  • 776 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2019.

Based on WMS Partners's 13F filing for Q3 2019, filed 7 Nov 2019.