Alta Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
PIF
RJA
Alta Wealth Advisors's XLU Position: Q2 2023 in Review
Alta Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2023, closing a stake of 9,108 shares — an estimated $308K sold.
Alta Wealth Advisors first reported a position in XLU in Q2 2022 and held it in 4 quarters. The position peaked at $351K in Q4 2022. 1,105 funds tracked by Wall St. Rank hold XLU as of Q2 2023.
- Alta Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
- Alta Wealth Advisors sold 9,108 State Street Utilities Select Sector SPDR ETF shares in Q2 2023, an estimated $308K.
- Alta Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 4 quarters.
- Alta Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $351K in Q4 2022.
- 1,105 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2023.
Based on Alta Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.