Granite Bay Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
PIF
RJA
Granite Bay Wealth Management's XLU Position: Q2 2023 in Review
Granite Bay Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.1% in Q2 2023, selling an estimated $45.7K and leaving 121,022 shares worth $3.96M. The position accounts for 3.69% of the portfolio, ranked #7.
Granite Bay Wealth Management first reported a position in XLU in Q4 2022 and has held it in 3 quarters since. The position peaked at $4.14M in Q1 2023. 1,105 funds tracked by Wall St. Rank hold XLU as of Q2 2023.
- Granite Bay Wealth Management held 121,022 shares of State Street Utilities Select Sector SPDR ETF worth $3.96M as of Q2 2023.
- Granite Bay Wealth Management sold 1,356 State Street Utilities Select Sector SPDR ETF shares in Q2 2023, an estimated $45.7K.
- State Street Utilities Select Sector SPDR ETF made up 3.69% of Granite Bay Wealth Management's portfolio in Q2 2023, its #7 holding.
- Granite Bay Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 3 quarters since.
- Granite Bay Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $4.14M 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 Granite Bay Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.