Broadmark Asset Management’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
Q1
Sell
-394,022
Closed -$13.9M 5
2022
Q4
$13.9M Buy
+394,022
New +$13.4M 25.44% 1

Other funds holding XLU

Broadmark Asset Management's XLU Position: Q1 2023 in Review

Broadmark Asset Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 394,022 shares — an estimated $13.9M sold.

Broadmark Asset Management first reported a position in XLU in Q4 2022 and held it in 1 quarter. The position peaked at $13.9M in Q4 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

  • Broadmark Asset Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Broadmark Asset Management sold 394,022 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $13.9M.
  • Broadmark Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Broadmark Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $13.9M in Q4 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on Broadmark Asset Management's 13F filing for Q1 2023, filed 9 May 2023.