Acorn Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-300
Closed -$8K 794
2018
Q1
$8K Buy
+300
New +$7.49K 0.01% 557

Other funds holding XLU

Acorn Wealth Advisors's XLU Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2018, closing a stake of 300 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in XLU in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 562 funds tracked by Wall St. Rank hold XLU as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 300 State Street Utilities Select Sector SPDR ETF shares in Q2 2018, an estimated $8K.
  • Acorn Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and held it in 1 quarter.
  • Acorn Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $8K in Q1 2018.
  • 562 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.