B&D White Capital Company’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
2023
Q2
Sell
-6,870
Closed -$233K 75
2023
Q1
$233K Sell
6,870
-76,900
-92% -$2.61M 0.08% 46
2022
Q4
$2.95M Buy
83,770
+9,052
+12% +$308K 0.74% 27
2022
Q3
$2.45M Buy
74,718
+1,736
+2% +$63.6K 0.92% 19
2022
Q2
$2.56M Buy
+72,982
New +$2.64M 1.09% 18
2021
Q1
Sell
-190
Closed -$5K 86
2020
Q4
$5K Buy
+190
New +$6.01K ﹤0.01% 72

Other funds holding XLU

B&D White Capital Company's XLU Position: Q2 2023 in Review

B&D White Capital Company sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2023, closing a stake of 6,870 shares — an estimated $233K sold.

B&D White Capital Company first reported a position in XLU in Q4 2020 and held it in 5 quarters. The position peaked at $2.95M in Q4 2022. 1,105 funds tracked by Wall St. Rank hold XLU as of Q2 2023.

  • B&D White Capital Company reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • B&D White Capital Company sold 6,870 State Street Utilities Select Sector SPDR ETF shares in Q2 2023, an estimated $233K.
  • B&D White Capital Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
  • B&D White Capital Company's State Street Utilities Select Sector SPDR ETF position peaked at $2.95M 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 B&D White Capital Company's 13F filing for Q2 2023, filed 4 Aug 2023.