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

YorkBridge Wealth 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	-2,600	Closed	-$78K	–	663
2019 Q2	$78K	Hold	2,600	–	–	0.03%	325
2019 Q1	$76K	Hold	2,600	–	–	0.04%	314
2018 Q4	$69K	Hold	2,600	–	–	0.04%	297
2018 Q3	$68K	Hold	2,600	–	–	0.03%	328
2018 Q2	$68K	Hold	2,600	–	–	0.03%	335
2018 Q1	$64K	Hold	2,600	–	–	0.03%	346
2017 Q4	$64K	Hold	2,600	–	–	0.03%	345
2017 Q3	$69K	Hold	2,600	–	–	0.04%	337
2017 Q2	$67K	Hold	2,600	–	–	0.04%	335
2017 Q1	$67K	Sell	2,600 -600	-19%	-$15K	0.04%	333
2016 Q4	$75K	Buy	+3,200	New	+$76.4K	0.04%	290

Other funds holding XLU

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

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

Citigroup New York $235B AUM 32.99% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

YorkBridge Wealth Partners's XLU Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2019, closing a stake of 2,600 shares — an estimated $78K sold.

YorkBridge Wealth Partners first reported a position in XLU in Q4 2016 and held it in 11 quarters. The position peaked at $78K in Q2 2019. 776 funds tracked by Wall St. Rank hold XLU as of Q3 2019.

YorkBridge Wealth Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 2,600 State Street Utilities Select Sector SPDR ETF shares in Q3 2019, an estimated $78K.
YorkBridge Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $78K in Q2 2019.
776 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.