Greenwich Wealth 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
-8,038
Closed -$283K 245
2022
Q4
$283K Sell
8,038
-9,458
-54% -$322K 0.03% 189
2022
Q3
$573K Sell
17,496
-1,010
-5% -$37K 0.06% 143
2022
Q2
$649K Buy
+18,506
New +$670K 0.09% 141

Other funds holding XLU

Greenwich Wealth Management's XLU Position: Q1 2023 in Review

Greenwich Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 8,038 shares — an estimated $283K sold.

Greenwich Wealth Management first reported a position in XLU in Q2 2022 and held it in 3 quarters. The position peaked at $649K in Q2 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

  • Greenwich Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Greenwich Wealth Management sold 8,038 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $283K.
  • Greenwich Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 3 quarters.
  • Greenwich Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $649K in Q2 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

Based on Greenwich Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.