Burns Matteson Capital 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
2022
Q4
Sell
-7,916
Closed -$259K 187
2022
Q3
$259K Buy
7,916
+1,994
+34% +$73.1K 0.19% 76
2022
Q2
$208K Buy
+5,922
New +$214K 0.15% 108

Other funds holding XLU

Burns Matteson Capital Management's XLU Position: Q4 2022 in Review

Burns Matteson Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022, closing a stake of 7,916 shares — an estimated $259K sold.

Burns Matteson Capital Management first reported a position in XLU in Q2 2022 and held it in 2 quarters. The position peaked at $259K in Q3 2022. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

  • Burns Matteson Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Burns Matteson Capital Management sold 7,916 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $259K.
  • Burns Matteson Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
  • Burns Matteson Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $259K in Q3 2022.
  • 1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on Burns Matteson Capital Management's 13F filing for Q4 2022, filed 12 Dec 2023.