Benedetti & Gucer’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
-7,104
Closed -$240K 161
2023
Q1
$240K Buy
7,104
+694
+11% +$23.5K 0.14% 122
2022
Q4
$226K Buy
+6,410
New +$218K 0.17% 85

Other funds holding XLU

Benedetti & Gucer's XLU Position: Q2 2023 in Review

Benedetti & Gucer sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2023, closing a stake of 7,104 shares — an estimated $240K sold.

Benedetti & Gucer first reported a position in XLU in Q4 2022 and held it in 2 quarters. The position peaked at $240K in Q1 2023. 1,105 funds tracked by Wall St. Rank hold XLU as of Q2 2023.

  • Benedetti & Gucer reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Benedetti & Gucer sold 7,104 State Street Utilities Select Sector SPDR ETF shares in Q2 2023, an estimated $240K.
  • Benedetti & Gucer first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • Benedetti & Gucer's State Street Utilities Select Sector SPDR ETF position peaked at $240K in Q1 2023.
  • 1,105 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2023.

Based on Benedetti & Gucer's 13F filing for Q2 2023, filed 20 Jul 2023.